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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 | $98,103 | $93,117+5.4% | $77,096+27.2% | $134,532-27.1% |
| Participation rate | 89.5% | 74.5%+15.0pp | 67.9%+21.6pp | 81.2%+8.2pp |
| Annual return | -13.61% | 62.67%-76.3pp | 42.35%-56.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,657 | $5,241+27.0% | $4,429+50.3% | $6,401+4.0% |
| Admin fee / account holder | $692 | $6,948-90.0% | $5,428-87.2% | $11,429-93.9% |