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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 | $32,688 | $85,169-61.6% | $172,755-81.1% | $72,983-55.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 63.92% | 27.32%+36.6pp | 802.94%-739.0pp | 81.01%-17.1pp |
| Employer contribution / active EE | $4,408 | $3,324+32.6% | $5,144-14.3% | $2,440+80.7% |
| Participant deferral / active EE | $4,084 | $3,260+25.3% | $5,198-21.4% | $3,608+13.2% |
| Admin fee / account holder | $22,411 | $5,880+281.1% | $13,955+60.6% | $5,124+337.4% |