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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 | $30,362 | $152,612-80.1% | $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 | 13.53% | 54.85%-41.3pp | 43.79%-30.3pp | 345.43%-331.9pp |
| Employer contribution / active EE | $2,725 | $4,947-44.9% | $3,866-29.5% | $4,764-42.8% |
| Participant deferral / active EE | $3,881 | $5,868-33.9% | $4,937-21.4% | $5,851-33.7% |
| Admin fee / account holder | $359 | $13,437-97.3% | $9,704-96.3% | $11,599-96.9% |