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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,696 | $84,464-9.2% | $61,399+24.9% | $134,509-43.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 62.54% | 585.06%-522.5pp | 338.81%-276.3pp | 418.13%-355.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,500 | $2,818+130.7% | $2,124+206.0% | $6,400+1.6% |
| Admin fee / account holder | $30,273 | $2,587+1070.0% | $2,131+1320.7% | $11,427+164.9% |