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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 | $225,247 | $167,362+34.6% | $143,799+56.6% | $134,532+67.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -16.52% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,982 | $6,447+70.3% | $5,638+94.8% | $6,401+71.6% |
| Admin fee / account holder | $5,266 | $18,094-70.9% | $14,677-64.1% | $11,429-53.9% |