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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 | $111,251 | $100,073+11.2% | $85,126+30.7% | $145,877-23.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 23.62% | 84.11%-60.5pp | 66.63%-43.0pp | 551.28%-527.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,088 | $5,294+90.5% | $4,523+123.0% | $6,691+50.8% |
| Admin fee / account holder | $1,329 | $7,261-81.7% | $6,160-78.4% | $13,402-90.1% |