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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 | $128,308 | $57,350+123.7% | $83,850+53.0% | $64,181+99.9% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | -6.19% | 11.38%-17.6pp | 850.92%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,658 | $2,993+22.2% | $4,082-10.4% | $3,470+5.4% |
| Admin fee / account holder | $6,819 | $4,046+68.5% | $5,478+24.5% | $4,887+39.5% |