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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 | $159,921 | $169,237-5.5% | $129,339+23.6% | $145,978+9.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 14364.43%-14350.2pp | 9437.05%-9422.8pp | 550.52%-536.3pp |
| Employer contribution / active EE | $10,237 | $5,540+84.8% | $4,154+146.4% | $4,662+119.6% |
| Participant deferral / active EE | $12,800 | $4,991+156.5% | $4,170+207.0% | $6,690+91.3% |
| Admin fee / account holder | $1,544 | $9,882-84.4% | $7,668-79.9% | $13,400-88.5% |