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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 | $234,005 | $77,816+200.7% | $123,552+89.4% | $64,173+264.6% |
| Participation rate | 84.2% | 74.7%+9.5pp | 82.3%+1.9pp | 69.6%+14.6pp |
| Annual return | -4.70% | 12.49%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,798 | $5,240+106.1% | $6,426+68.0% | $3,470+211.2% |
| Admin fee / account holder | $34,112 | $5,519+518.1% | $9,285+267.4% | $4,887+598.0% |