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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 | $179,237 | $54,380+229.6% | $68,509+161.6% | $59,633+200.6% |
| Participation rate | 80.6% | 70.2%+10.5pp | 74.7%+5.9pp | 68.7%+12.0pp |
| Annual return | -0.64% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,331 | $2,643+139.5% | $3,382+87.2% | $3,192+98.4% |
| Admin fee / account holder | $649 | $3,885-83.3% | $5,275-87.7% | $4,297-84.9% |