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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 | $146,632 | $102,429+43.2% | $147,096-0.3% | $80,925+81.2% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 12.25% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,514 | $6,649+43.1% | $8,071+17.9% | $4,299+121.3% |
| Admin fee / account holder | $33,349 | $7,957+319.1% | $13,005+156.4% | $6,940+380.5% |