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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 | $238,883 | $169,361+41.0% | $129,397+84.6% | $145,877+63.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.16% | 14395.54%-14385.4pp | 9453.98%-9443.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $20,000 | $5,542+260.9% | $4,154+381.4% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,900 | $9,903-60.6% | $7,679-49.2% | $13,402-70.9% |