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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 | $95,360 | $72,404+31.7% | $110,243-13.5% | $64,173+48.6% |
| Participation rate | 78.5% | 73.3%+5.1pp | 79.8%-1.4pp | 69.6%+8.9pp |
| Annual return | -6.09% | -6.29%+0.2pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,236 | $3,469+22.1% | $4,672-9.3% | $3,470+22.1% |
| Admin fee / account holder | $49,753 | $5,664+778.3% | $8,548+482.1% | $4,887+918.0% |