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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 | $117,208 | $69,012+69.8% | $160,037-26.8% | $68,490+71.1% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -17.28% | -9.65%-7.6pp | 408.95%-426.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,665 | $4,212+10.8% | $6,184-24.6% | $4,028+15.8% |
| Admin fee / account holder | $924 | $4,798-80.8% | $8,716-89.4% | $5,403-82.9% |