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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 | $106,028 | $78,694+34.7% | $67,652+56.7% | $125,389-15.4% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | -1.96% | 9.46%-11.4pp | 6625.40%-6627.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,149 | $4,292+113.2% | $3,560+157.0% | $5,352+71.0% |
| Admin fee / account holder | $6,958 | $7,403-6.0% | $4,821+44.3% | $9,541-27.1% |