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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 | $29,660 | $72,446-59.1% | $67,561-56.1% | $145,877-79.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 7211.98%-7194.4pp | 3525.44%-3507.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $10,854 | $3,072+253.3% | $2,735+296.9% | $4,663+132.8% |
| Participant deferral / active EE | $10,854 | $4,785+126.9% | $4,003+171.1% | $6,691+62.2% |
| Admin fee / account holder | $75,196 | $5,541+1257.0% | $4,006+1777.3% | $13,402+461.1% |