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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 | $30,462 | $152,612-80.0% | $125,192-75.7% | $152,897-80.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.36% | 54.85%-43.5pp | 43.79%-32.4pp | 345.43%-334.1pp |
| Employer contribution / active EE | $3,531 | $4,947-28.6% | $3,866-8.7% | $4,764-25.9% |
| Participant deferral / active EE | $12,319 | $5,868+109.9% | $4,937+149.5% | $5,851+110.5% |
| Admin fee / account holder | $13,189 | $13,437-1.8% | $9,704+35.9% | $11,599+13.7% |