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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 | $143,476 | $75,962+88.9% | $154,108-6.9% | $64,173+123.6% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -6.33% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,391 | $3,175+101.3% | $5,081+25.8% | $3,470+84.2% |
| Admin fee / account holder | $35,785 | $5,589+540.3% | $13,411+166.8% | $4,887+632.2% |