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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 | $135,638 | $102,429+32.4% | $147,096-7.8% | $80,925+67.6% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 14.56% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,462 | $6,649-17.8% | $8,071-32.3% | $4,299+27.1% |
| Admin fee / account holder | $1,553 | $7,957-80.5% | $13,005-88.1% | $6,940-77.6% |