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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 | $62,373 | $171,867-63.7% | $149,721-58.3% | $147,586-57.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 28.93% | 2113.36%-2084.4pp | 1501.67%-1472.7pp | 578.59%-549.7pp |
| Employer contribution / active EE | $12,841 | $6,275+104.7% | $5,444+135.9% | $4,876+163.3% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $1,524 | $13,799-89.0% | $11,282-86.5% | $10,886-86.0% |