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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 | $94,590 | $102,429-7.7% | $147,096-35.7% | $80,925+16.9% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 18.96% | 135.02%-116.1pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,713 | $6,649+91.2% | $8,071+57.5% | $4,299+195.8% |
| Admin fee / account holder | $6,650 | $7,957-16.4% | $13,005-48.9% | $6,940-4.2% |