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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 | $235,046 | $94,529+148.6% | $140,019+67.9% | $64,173+266.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -5.68% | 7.77%-13.5pp | 651.15%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,870 | $5,250+69.0% | $6,927+28.1% | $3,470+155.7% |
| Admin fee / account holder | $7,310 | $6,741+8.4% | $10,705-31.7% | $4,887+49.6% |