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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 | $140,961 | $85,171+65.5% | $172,752-18.4% | $72,975+93.2% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 17.79% | 27.32%-9.5pp | 802.97%-785.2pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,523 | $3,260+69.4% | $5,198+6.3% | $3,608+53.1% |
| Admin fee / account holder | $3,899 | $5,880-33.7% | $13,955-72.1% | $5,124-23.9% |