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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 | $52,112 | $89,367-41.7% | $141,191-63.1% | $72,975-28.6% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 25.63% | 111.87%-86.2pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,083 | $5,419+49.2% | $6,710+20.5% | $3,608+124.1% |
| Admin fee / account holder | $1,622 | $5,957-72.8% | $10,264-84.2% | $5,124-68.3% |