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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 | $6,984 | $76,634-90.9% | $56,054-87.5% | $145,978-95.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.09% | 3004.33%-2982.2pp | 1705.95%-1683.9pp | 550.52%-528.4pp |
| Employer contribution / active EE | $2,097 | $1,380+51.9% | $1,039+101.8% | $4,662-55.0% |
| Participant deferral / active EE | $5,277 | $2,622+101.2% | $1,952+170.3% | $6,690-21.1% |
| Admin fee / account holder | $937 | $3,321-71.8% | $2,822-66.8% | $13,400-93.0% |