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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 | $81,359 | $78,694+3.4% | $67,652+20.3% | $125,389-35.1% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+8.9pp | 83.2%+1.4pp |
| Annual return | -1.96% | 9.46%-11.4pp | 6625.40%-6627.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,264 | $4,292+22.7% | $3,560+47.9% | $5,352-1.6% |
| Admin fee / account holder | $3,165 | $7,403-57.2% | $4,821-34.4% | $9,541-66.8% |