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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 | $62,451 | $88,710-29.6% | $81,783-23.6% | $145,959-57.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.89% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $30,000 | $3,083+873.0% | $2,913+930.0% | $4,661+543.7% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,320+606.0% | $6,689+356.0% |
| Admin fee / account holder | $170,021 | $8,407+1922.3% | $7,380+2203.8% | $13,398+1169.0% |