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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 | $99,921+11.3% | $85,009+30.9% | $145,959-23.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 23.62% | 83.89%-60.3pp | 66.47%-42.8pp | 561.95%-538.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,088 | $5,293+90.6% | $4,522+123.1% | $6,689+50.8% |
| Admin fee / account holder | $1,329 | $7,252-81.7% | $6,153-78.4% | $13,398-90.1% |