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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 | $49,627 | $100,139-50.4% | $85,187-41.7% | $145,884-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 647.98% | 84.15%+563.8pp | 66.67%+581.3pp | 551.85%+96.1pp |
| Employer contribution / active EE | $1,677 | $3,238-48.2% | $2,732-38.6% | $4,662-64.0% |
| Participant deferral / active EE | $7,842 | $5,296+48.1% | $4,525+73.3% | $6,690+17.2% |
| Admin fee / account holder | $948 | $7,262-87.0% | $6,162-84.6% | $13,392-92.9% |