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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 | $211,641 | $59,111+258.0% | $86,451+144.8% | $68,490+209.0% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -16.61% | -0.22%-16.4pp | 4398.51%-4415.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,648 | $2,519+84.5% | $3,770+23.3% | $2,597+79.0% |
| Participant deferral / active EE | $8,645 | $5,900+46.5% | $6,953+24.3% | $4,028+114.6% |
| Admin fee / account holder | $3,607 | $5,640-36.0% | $6,734-46.4% | $5,403-33.2% |