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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 | $90,308 | $59,107+52.8% | $86,439+4.5% | $68,495+31.8% |
| Participation rate | 96.2% | 75.2%+20.9pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -14.41% | -0.23%-14.2pp | 4395.55%-4410.0pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,325 | $5,901+41.1% | $6,952+19.8% | $4,028+106.7% |
| Admin fee / account holder | $7,268 | $5,637+28.9% | $6,732+8.0% | $5,403+34.5% |