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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 | $111,927 | $94,529+18.4% | $140,019-20.1% | $64,173+74.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,961 | $5,250+13.6% | $6,927-13.9% | $3,470+71.8% |
| Admin fee / account holder | $2,760 | $6,741-59.1% | $10,705-74.2% | $4,887-43.5% |