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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 | $169,161-41.9% | $129,295-24.0% | $145,959-32.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 14348.07%-14336.5pp | 9429.28%-9417.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $13,800 | $5,543+149.0% | $4,157+232.0% | $4,661+196.1% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $58,935 | $9,878+496.6% | $7,665+668.9% | $13,398+339.9% |