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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 | $86,651 | $102,385-15.4% | $147,080-41.1% | $80,935+7.1% |
| Participation rate | 81.2% | 75.9%+5.3pp | 82.2%-1.0pp | 67.7%+13.5pp |
| Annual return | 16.23% | 135.09%-118.9pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,232 | $6,651+23.8% | $8,066+2.1% | $4,299+91.5% |
| Admin fee / account holder | $6,847 | $7,951-13.9% | $12,989-47.3% | $6,924-1.1% |