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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 | $80,845 | $85,766-5.7% | $136,297-40.7% | $70,124+15.3% |
| Participation rate | 70.5% | 74.2%-3.7pp | 81.9%-11.4pp | 69.5%+1.0pp |
| Annual return | 18.90% | 31.45%-12.6pp | 5156.19%-5137.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,006 | $5,051+98.1% | $6,247+60.2% | $3,332+200.3% |
| Admin fee / account holder | $4,531 | $5,420-16.4% | $9,244-51.0% | $4,645-2.5% |