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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 | $180,533 | $167,353+7.9% | $143,797+25.5% | $134,545+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.04% | 0.48%-5.5pp | -0.04%-5.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,877 | $6,447-55.4% | $5,638-49.0% | $6,401-55.1% |
| Admin fee / account holder | $85,474 | $18,096+372.3% | $14,679+482.3% | $11,431+647.8% |