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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 | $174,438 | $92,219+89.2% | $76,767+127.2% | $135,380+28.9% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -6.63% | 5.46%-12.1pp | 2.43%-9.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,133 | $4,508+13.9% | $3,852+33.3% | $5,609-8.5% |
| Admin fee / account holder | $2,697 | $10,749-74.9% | $6,675-59.6% | $10,828-75.1% |