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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 | $183,724 | $73,863+148.7% | $143,797+27.8% | $68,490+168.2% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,799 | $3,385+12.2% | $5,638-32.6% | $4,028-5.7% |
| Admin fee / account holder | $10,463 | $5,756+81.8% | $14,679-28.7% | $5,403+93.7% |