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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 | $78,993 | $49,177+60.6% | $79,466-0.6% | $64,173+23.1% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.1pp | 69.6%+16.9pp |
| Annual return | -4.99% | -1.16%-3.8pp | 718.28%-723.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,321 | $2,821+230.4% | $3,704+151.6% | $3,470+168.6% |
| Admin fee / account holder | $11,922 | $3,839+210.6% | $5,104+133.6% | $4,887+143.9% |