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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 | $52,130 | $85,766-39.2% | $136,298-61.8% | $70,126-25.7% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 17.02% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,823 | $5,051+74.7% | $6,247+41.2% | $3,332+164.8% |
| Admin fee / account holder | $17,326 | $5,421+219.6% | $9,244+87.4% | $4,645+273.0% |