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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 | $111,400 | $82,674+34.7% | $125,381-11.2% | $68,486+62.7% |
| Participation rate | 82.8% | 75.1%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -16.33% | -5.97%-10.4pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,792 | $6,111-21.6% | $7,448-35.7% | $4,028+19.0% |
| Admin fee / account holder | $22,930 | $6,277+265.3% | $10,007+129.1% | $5,404+324.3% |