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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 | $102,633 | $72,404+41.8% | $110,243-6.9% | $64,173+59.9% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | -6.73% | -6.29%-0.4pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,585 | $3,469+61.0% | $4,672+19.5% | $3,470+61.0% |
| Admin fee / account holder | $22,260 | $5,664+293.0% | $8,548+160.4% | $4,887+355.5% |