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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 | $88,015 | $102,393-14.0% | $147,041-40.1% | $80,911+8.8% |
| Participation rate | 91.1% | 75.9%+15.3pp | 82.2%+8.9pp | 67.6%+23.5pp |
| Annual return | 16.08% | 134.95%-118.9pp | 419.21%-403.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,242 | $6,647+24.0% | $8,071+2.1% | $4,297+91.8% |
| Admin fee / account holder | $704 | $7,943-91.1% | $13,006-94.6% | $6,935-89.8% |