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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 | $187,633 | $59,116+217.4% | $86,438+117.1% | $68,486+174.0% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -16.75% | -0.23%-16.5pp | 4397.19%-4413.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,681 | $5,902+13.2% | $6,952-3.9% | $4,028+65.9% |
| Admin fee / account holder | $1,732 | $5,639-69.3% | $6,733-74.3% | $5,404-68.0% |