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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 | $201,886 | $59,116+241.5% | $86,438+133.6% | $68,486+194.8% |
| Participation rate | 80.8% | 75.2%+5.5pp | 80.3%+0.4pp | 67.9%+12.9pp |
| Annual return | -15.16% | -0.23%-14.9pp | 4397.19%-4412.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,910 | $5,902+17.1% | $6,952-0.6% | $4,028+71.6% |
| Admin fee / account holder | $5,830 | $5,639+3.4% | $6,733-13.4% | $5,404+7.9% |