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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 | $82,512 | $95,406-13.5% | $185,849-55.6% | $85,847-3.9% |
| Participation rate | 72.7% | 68.8%+4.0pp | 81.7%-9.0pp | 69.3%+3.4pp |
| Annual return | 16.83% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,231 | $3,424+169.6% | $5,569+65.8% | $3,952+133.6% |
| Admin fee / account holder | $3,258 | $7,214-54.8% | $16,244-79.9% | $6,261-48.0% |