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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 | $138,906 | $82,674+68.0% | $125,381+10.8% | $68,486+102.8% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -15.22% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,507 | $6,111+121.0% | $7,448+81.4% | $4,028+235.4% |
| Admin fee / account holder | $12,685 | $6,277+102.1% | $10,007+26.8% | $5,404+134.7% |