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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 | $82,590 | $171,867-51.9% | $149,721-44.8% | $147,586-44.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.45% | 2113.36%-2102.9pp | 1501.67%-1491.2pp | 578.59%-568.1pp |
| Employer contribution / active EE | $36,000 | $6,275+473.7% | $5,444+561.2% | $4,876+638.3% |
| Participant deferral / active EE | $16,500 | $7,270+127.0% | $6,568+151.2% | $5,439+203.4% |
| Admin fee / account holder | $9,042 | $13,799-34.5% | $11,282-19.9% | $10,886-16.9% |