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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 | $132,762 | $85,766+54.8% | $136,298-2.6% | $70,126+89.3% |
| Participation rate | 75.5% | 74.2%+1.3pp | 81.9%-6.4pp | 69.5%+5.9pp |
| Annual return | 15.11% | 31.46%-16.3pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,020 | $5,051+19.2% | $6,247-3.6% | $3,332+80.7% |
| Admin fee / account holder | $1,436 | $5,421-73.5% | $9,244-84.5% | $4,645-69.1% |