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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 | $113,678 | $78,707+44.4% | $117,861-3.5% | $70,126+62.1% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 12.96% | 23.30%-10.3pp | 335.11%-322.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,227 | $3,297+28.2% | $4,482-5.7% | $3,332+26.9% |
| Admin fee / account holder | $41,521 | $5,066+719.7% | $8,021+417.7% | $4,645+793.8% |