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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 | $102,422+48.1% | $147,117+3.1% | $80,959+87.4% |
| Participation rate | 77.4% | 75.9%+1.5pp | 82.2%-4.8pp | 67.7%+9.7pp |
| Annual return | 25.61% | 135.16%-109.5pp | 420.54%-394.9pp | 35.67%-10.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,295 | $6,652+39.7% | $8,065+15.3% | $4,300+116.1% |
| Admin fee / account holder | $5,021 | $7,953-36.9% | $12,993-61.4% | $6,925-27.5% |