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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 | $64,582 | $49,177+31.3% | $79,467-18.7% | $64,173+0.6% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.6pp |
| Annual return | -4.72% | -1.16%-3.6pp | 718.30%-723.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,897 | $2,821+2.7% | $3,704-21.8% | $3,470-16.5% |
| Admin fee / account holder | $7,446 | $3,839+94.0% | $5,104+45.9% | $4,887+52.4% |