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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 | $129,283 | $94,529+36.8% | $140,019-7.7% | $64,173+101.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -4.76% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,284 | $5,250+19.7% | $6,927-9.3% | $3,470+81.1% |
| Admin fee / account holder | $37,859 | $6,741+461.6% | $10,705+253.6% | $4,887+674.6% |