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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 | $130,539 | $100,060+30.5% | $149,721-12.8% | $70,126+86.1% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.1%-8.5pp | 69.5%+9.0pp |
| Annual return | 16.73% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,615 | $4,982+32.8% | $6,568+0.7% | $3,332+98.6% |
| Admin fee / account holder | $25,134 | $8,285+203.4% | $11,282+122.8% | $4,645+441.1% |