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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 | $160,015 | $75,832+111.0% | $147,617+8.4% | $59,633+168.3% |
| Participation rate | 92.6% | 71.6%+21.1pp | 84.6%+8.0pp | 68.7%+24.0pp |
| Annual return | -1.42% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,720 | $3,131+146.6% | $4,895+57.7% | $3,192+141.9% |
| Admin fee / account holder | $50,299 | $5,986+740.3% | $11,612+333.2% | $4,297+1070.6% |