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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 | $85,325 | $95,415-10.6% | $185,851-54.1% | $85,851-0.6% |
| Participation rate | 78.4% | 68.8%+9.6pp | 81.7%-3.3pp | 69.3%+9.1pp |
| Annual return | 15.95% | 23.59%-7.6pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,142 | $3,424+196.2% | $5,569+82.1% | $3,952+156.6% |
| Admin fee / account holder | $5,354 | $7,215-25.8% | $16,245-67.0% | $6,261-14.5% |