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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 | $134,745 | $50,554+166.5% | $67,681+99.1% | $87,485+54.0% |
| Participation rate | 71.0% | 67.7%+3.3pp | 73.7%-2.7pp | 68.9%+2.1pp |
| Annual return | 11.94% | 17.81%-5.9pp | 590.58%-578.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $9,789 | $1,988+392.3% | $2,678+265.5% | $2,596+277.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,215 | $4,132+26.2% | $6,100-14.5% | $7,775-32.9% |