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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 | $82,300 | $102,385-19.6% | $147,080-44.0% | $80,935+1.7% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 14.77% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,632 | $6,651+195.2% | $8,066+143.4% | $4,299+356.6% |
| Admin fee / account holder | $4,807 | $7,951-39.5% | $12,989-63.0% | $6,924-30.6% |