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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 | $80,545 | $104,520-22.9% | $76,823+4.8% | $152,885-47.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.91% | 1014.03%-995.1pp | 1166.42%-1147.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $10,000 | $3,117+220.8% | $2,302+334.4% | $4,763+109.9% |
| Participant deferral / active EE | $3,500 | $4,236-17.4% | $3,336+4.9% | $5,851-40.2% |
| Admin fee / account holder | $2,748 | $12,283-77.6% | $6,422-57.2% | $11,598-76.3% |