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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 | $91,233 | $59,116+54.3% | $86,438+5.5% | $68,486+33.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -12.82% | -0.23%-12.6pp | 4397.19%-4410.0pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,993 | $2,519+58.5% | $3,769+5.9% | $2,597+53.8% |
| Participant deferral / active EE | $5,029 | $5,902-14.8% | $6,952-27.7% | $4,028+24.9% |
| Admin fee / account holder | $455 | $5,639-91.9% | $6,733-93.2% | $5,404-91.6% |