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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 | $22,485 | $106,905-79.0% | $84,020-73.2% | $152,885-85.3% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 14.82% | 105.00%-90.2pp | 71.31%-56.5pp | 345.39%-330.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,899 | $4,012-52.7% | $3,239-41.4% | $5,851-67.5% |
| Admin fee / account holder | $6,745 | $8,287-18.6% | $6,101+10.5% | $11,598-41.8% |