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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 | $181,912 | $82,674+120.0% | $125,381+45.1% | $68,486+165.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,588 | $6,111-8.5% | $7,448-25.0% | $4,028+38.8% |
| Admin fee / account holder | $5,572 | $6,277-11.2% | $10,007-44.3% | $5,404+3.1% |