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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 | $102,393-15.4% | $147,041-41.1% | $80,911+7.1% |
| Participation rate | 81.2% | 75.9%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 16.23% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,232 | $6,647+23.9% | $8,071+2.0% | $4,297+91.6% |
| Admin fee / account holder | $6,847 | $7,943-13.8% | $13,006-47.4% | $6,935-1.3% |