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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 | $114,089 | $180,462-36.8% | $154,111-26.0% | $135,379-15.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.51% | 888.17%-886.7pp | 735.18%-733.7pp | 519.79%-518.3pp |
| Employer contribution / active EE | $11,250 | $6,036+86.4% | $5,298+112.4% | $4,779+135.4% |
| Participant deferral / active EE | $3,750 | $5,806-35.4% | $5,081-26.2% | $5,609-33.1% |
| Admin fee / account holder | $10,000 | $16,145-38.1% | $13,411-25.4% | $10,828-7.6% |