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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 | $92,092 | $100,203-8.1% | $85,240+8.0% | $145,897-36.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.57% | 84.28%-73.7pp | 66.75%-56.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,245 | $5,299-57.6% | $4,527-50.4% | $6,689-66.4% |
| Admin fee / account holder | $39,458 | $7,265+443.1% | $6,165+540.1% | $13,390+194.7% |