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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 | $150,890 | $53,162+183.8% | $91,225+65.4% | $68,486+120.3% |
| Participation rate | 77.4% | 63.2%+14.1pp | 73.2%+4.2pp | 67.9%+9.5pp |
| Annual return | -15.97% | -3.14%-12.8pp | 114.12%-130.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,664 | $2,974+258.6% | $4,233+151.9% | $4,028+164.8% |
| Admin fee / account holder | $808 | $4,493-82.0% | $5,422-85.1% | $5,404-85.1% |