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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 | $105,110 | $102,422+2.6% | $147,117-28.6% | $80,959+29.8% |
| Participation rate | 77.4% | 75.9%+1.5pp | 82.2%-4.8pp | 67.7%+9.7pp |
| Annual return | 13.66% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,022 | $6,652+186.0% | $8,065+135.9% | $4,300+342.3% |
| Admin fee / account holder | $22,412 | $7,953+181.8% | $12,993+72.5% | $6,925+223.6% |