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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 | $169,361+43.1% | $129,397+87.3% | $145,877+66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.10% | 14395.54%-14386.4pp | 9453.98%-9444.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,000 | $5,542-45.9% | $4,154-27.8% | $4,663-35.7% |
| Participant deferral / active EE | $30,000 | $4,987+501.5% | $4,167+619.9% | $6,691+348.4% |
| Admin fee / account holder | $1,287 | $9,903-87.0% | $7,679-83.2% | $13,402-90.4% |