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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 | $90,268 | $59,111+52.7% | $86,451+4.4% | $68,490+31.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -17.50% | -0.22%-17.3pp | 4398.51%-4416.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,580 | $2,519+2.4% | $3,770-31.6% | $2,597-0.6% |
| Participant deferral / active EE | $7,129 | $5,900+20.8% | $6,953+2.5% | $4,028+77.0% |
| Admin fee / account holder | $36,845 | $5,640+553.3% | $6,734+447.1% | $5,403+582.0% |