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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 | $140,050 | $95,895+46.0% | $79,576+76.0% | $134,509+4.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.81% | -2.72%-12.1pp | 0.15%-15.0pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,512 | $4,693+17.4% | $3,985+38.3% | $6,400-13.9% |
| Admin fee / account holder | $27,883 | $9,129+205.4% | $6,834+308.0% | $11,427+144.0% |