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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 | $168,383 | $70,587+138.5% | $124,694+35.0% | $85,851+96.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 24.47% | 20688.83%-20664.4pp | 5144.82%-5120.4pp | 318.63%-294.2pp |
| Employer contribution / active EE | $3,528 | $1,913+84.4% | $3,325+6.1% | $2,565+37.5% |
| Participant deferral / active EE | $2,857 | $2,969-3.8% | $4,615-38.1% | $3,952-27.7% |
| Admin fee / account holder | $3,652 | $5,282-30.9% | $7,495-51.3% | $6,261-41.7% |