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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 | $116,234 | $102,422+13.5% | $147,117-21.0% | $80,959+43.6% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 12.55% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,005 | $6,652+5.3% | $8,065-13.1% | $4,300+62.9% |
| Admin fee / account holder | $2,260 | $7,953-71.6% | $12,993-82.6% | $6,925-67.4% |