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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 | $149,588 | $75,962+96.9% | $154,108-2.9% | $64,173+133.1% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -3.37% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,582 | $3,175+75.8% | $5,081+9.9% | $3,470+60.9% |
| Admin fee / account holder | $6,090 | $5,589+9.0% | $13,411-54.6% | $4,887+24.6% |