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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 | $87,562 | $59,111+48.1% | $86,451+1.3% | $68,490+27.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.56% | -0.22%-17.3pp | 4398.51%-4416.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,978 | $2,519+57.9% | $3,770+5.5% | $2,597+53.2% |
| Participant deferral / active EE | $3,079 | $5,900-47.8% | $6,953-55.7% | $4,028-23.5% |
| Admin fee / account holder | $1,360 | $5,640-75.9% | $6,734-79.8% | $5,403-74.8% |