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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 | $132,904 | $82,674+60.8% | $125,363+6.0% | $68,495+94.0% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.15%-587.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,441 | $6,111+70.9% | $7,447+40.2% | $4,028+159.3% |
| Admin fee / account holder | $67,346 | $6,276+973.0% | $10,005+573.1% | $5,403+1146.4% |