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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 | $27,068 | $76,634-64.7% | $56,054-51.7% | $145,978-81.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 3004.33%-2993.5pp | 1705.95%-1695.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $3,661 | $1,380+165.2% | $1,039+252.3% | $4,662-21.5% |
| Participant deferral / active EE | $2,542 | $2,622-3.1% | $1,952+30.2% | $6,690-62.0% |
| Admin fee / account holder | $383 | $3,321-88.5% | $2,822-86.4% | $13,400-97.1% |