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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 | $242,399 | $169,336+43.1% | $129,384+87.3% | $145,884+66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.10% | 14408.70%-14399.6pp | 9461.77%-9452.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,000 | $5,540-45.8% | $4,153-27.8% | $4,662-35.7% |
| Participant deferral / active EE | $30,000 | $4,985+501.8% | $4,166+620.2% | $6,690+348.5% |
| Admin fee / account holder | $1,287 | $9,912-87.0% | $7,686-83.3% | $13,392-90.4% |