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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 | $94,814 | $82,674+14.7% | $125,381-24.4% | $68,486+38.4% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,580 | $6,111-25.0% | $7,448-38.5% | $4,028+13.7% |
| Admin fee / account holder | $2,228 | $6,277-64.5% | $10,007-77.7% | $5,404-58.8% |