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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 | $76,656 | $100,811-24.0% | $86,698-11.6% | $134,545-43.0% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -11.90% | 29.11%-41.0pp | 35.96%-47.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,024 | $5,339+31.5% | $4,656+50.8% | $6,401+9.7% |
| Admin fee / account holder | $2,962 | $10,926-72.9% | $7,492-60.5% | $11,431-74.1% |