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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 | $144,569 | $85,171+69.7% | $172,753-16.3% | $72,976+98.1% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 23.67% | 27.32%-3.7pp | 803.00%-779.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,540 | $3,260+8.6% | $5,198-31.9% | $3,608-1.9% |
| Admin fee / account holder | $1,409 | $5,880-76.0% | $13,956-89.9% | $5,124-72.5% |