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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 | $151,717 | $102,429+48.1% | $147,096+3.1% | $80,925+87.5% |
| Participation rate | 77.4% | 75.9%+1.5pp | 82.2%-4.8pp | 67.7%+9.7pp |
| Annual return | 25.61% | 135.02%-109.4pp | 419.75%-394.1pp | 35.65%-10.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,295 | $6,649+39.8% | $8,071+15.2% | $4,299+116.2% |
| Admin fee / account holder | $5,021 | $7,957-36.9% | $13,005-61.4% | $6,940-27.7% |