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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 | $60,253 | $102,385-41.2% | $147,080-59.0% | $80,935-25.6% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.8pp |
| Annual return | 18.04% | 135.09%-117.1pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,176 | $6,651-7.1% | $8,066-23.4% | $4,299+43.6% |
| Admin fee / account holder | $10,131 | $7,951+27.4% | $12,989-22.0% | $6,924+46.3% |