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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 | $107,802 | $169,237-36.3% | $129,339-16.7% | $145,978-26.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.14% | 14364.43%-14350.3pp | 9437.05%-9422.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $24,427 | $5,540+340.9% | $4,154+488.0% | $4,662+424.0% |
| Participant deferral / active EE | $15,250 | $4,991+205.5% | $4,170+265.7% | $6,690+128.0% |
| Admin fee / account holder | $3,024 | $9,882-69.4% | $7,668-60.6% | $13,400-77.4% |