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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 | $98,257 | $169,361-42.0% | $129,397-24.1% | $145,877-32.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 14395.54%-14384.0pp | 9453.98%-9442.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $13,800 | $5,542+149.0% | $4,154+232.2% | $4,663+196.0% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,167+631.9% | $6,691+355.9% |
| Admin fee / account holder | $58,935 | $9,903+495.1% | $7,679+667.5% | $13,402+339.7% |