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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 | $142,360 | $91,536+55.5% | $130,062+9.5% | $75,177+89.4% |
| Participation rate | 78.9% | 71.5%+7.5pp | 78.5%+0.4pp | 67.2%+11.7pp |
| Annual return | 15.63% | -631.62%+647.3pp | -137.37%+153.0pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,063 | $4,343+39.6% | $5,821+4.2% | $4,126+46.9% |
| Admin fee / account holder | $574 | $6,780-91.5% | $10,601-94.6% | $5,651-89.8% |