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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 | $113,561 | $100,060+13.5% | $149,721-24.2% | $70,126+61.9% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 18.33% | 27.46%-9.1pp | 1501.67%-1483.3pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,722 | $4,982+155.4% | $6,568+93.7% | $3,332+281.8% |
| Admin fee / account holder | $2,195 | $8,285-73.5% | $11,282-80.5% | $4,645-52.7% |