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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 | $134,448 | $93,346+44.0% | $71,796+87.3% | $273,972-50.9% |
| Participation rate | 78.9% | 76.5%+2.4pp | 69.1%+9.8pp | 83.0%-4.1pp |
| Annual return | 6.17% | 130.39%-124.2pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,577 | $3,475+60.5% | $2,794+99.6% | $5,287+5.5% |
| Admin fee / account holder | $18,531 | $6,571+182.0% | $4,815+284.9% | $10,133+82.9% |