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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 | $111,415 | $57,350+94.3% | $83,850+32.9% | $64,181+73.6% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | -2.60% | 11.38%-14.0pp | 850.92%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,676 | $2,993+56.2% | $4,082+14.6% | $3,470+34.8% |
| Admin fee / account holder | $10,915 | $4,046+169.8% | $5,478+99.2% | $4,887+123.3% |