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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 | $116,321 | $84,708+37.3% | $75,714+53.6% | $167,536-30.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 11.16% | 199.62%-188.5pp | 104.62%-93.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,839 | $4,577+71.3% | $3,820+105.2% | $6,342+23.6% |
| Admin fee / account holder | $4,335 | $5,358-19.1% | $3,619+19.8% | $12,315-64.8% |