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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 | $97,783 | $85,171+14.8% | $172,753-43.4% | $72,976+34.0% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 20.17% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,936 | $3,260+296.8% | $5,198+148.9% | $3,608+258.6% |
| Admin fee / account holder | $22,895 | $5,880+289.3% | $13,956+64.1% | $5,124+346.8% |