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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 | $196,971 | $57,352+243.4% | $83,831+135.0% | $64,173+206.9% |
| Participation rate | 78.7% | 68.6%+10.1pp | 76.1%+2.6pp | 69.6%+9.2pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,125 | $2,993+104.6% | $4,082+50.0% | $3,470+76.5% |
| Admin fee / account holder | $719 | $4,046-82.2% | $5,479-86.9% | $4,887-85.3% |