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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 | $84,442 | $85,766-1.5% | $136,298-38.0% | $70,126+20.4% |
| Participation rate | 77.9% | 74.2%+3.8pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 18.02% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,162 | $5,051+2.2% | $6,247-17.4% | $3,332+54.9% |
| Admin fee / account holder | $4,427 | $5,421-18.3% | $9,244-52.1% | $4,645-4.7% |