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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 | $78,495 | $65,566+19.7% | $86,235-9.0% | $75,177+4.4% |
| Participation rate | 98.2% | 60.5%+37.7pp | 69.0%+29.2pp | 67.2%+31.0pp |
| Annual return | 16.27% | 46.07%-29.8pp | 1170.03%-1153.8pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,854 | $3,023+192.8% | $3,987+122.1% | $4,126+114.6% |
| Admin fee / account holder | $3,094 | $5,470-43.4% | $6,856-54.9% | $5,651-45.2% |