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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 | $38,302 | $99,957-61.7% | $149,730-74.4% | $73,493-47.9% |
| Participation rate | 76.9% | 75.7%+1.2pp | 82.5%-5.6pp | 70.7%+6.2pp |
| Annual return | 28.10% | 53.87%-25.8pp | 276.70%-248.6pp | 28.51%-0.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,256 | $6,073+101.8% | $6,843+79.1% | $3,740+227.7% |
| Admin fee / account holder | $1,509 | $551+174.0% | $9,310-83.8% | $513+194.1% |