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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 | $62,012 | $76,785-19.2% | $56,441+9.9% | $145,959-57.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 3000.51%-2991.0pp | 1704.21%-1694.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,808 | $1,381+30.9% | $1,039+74.0% | $4,661-61.2% |
| Participant deferral / active EE | $4,839 | $2,624+84.4% | $1,953+147.8% | $6,689-27.7% |
| Admin fee / account holder | $841 | $3,334-74.8% | $2,829-70.3% | $13,398-93.7% |