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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 | $59,963 | $160,059-62.5% | $140,019-57.2% | $135,382-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 25.33% | 911.44%-886.1pp | 651.15%-625.8pp | 519.77%-494.4pp |
| Employer contribution / active EE | $7,500 | $6,420+16.8% | $5,605+33.8% | $4,779+56.9% |
| Participant deferral / active EE | $12,025 | $7,641+57.4% | $6,927+73.6% | $5,609+114.4% |
| Admin fee / account holder | $41,189 | $13,328+209.0% | $10,705+284.7% | $10,829+280.4% |