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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 | $88,968 | $59,111+50.5% | $86,451+2.9% | $68,490+29.9% |
| Participation rate | 88.0% | 75.2%+12.8pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -18.42% | -0.22%-18.2pp | 4398.51%-4416.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,929 | $2,519+16.3% | $3,770-22.3% | $2,597+12.8% |
| Participant deferral / active EE | $8,293 | $5,900+40.6% | $6,953+19.3% | $4,028+105.9% |
| Admin fee / account holder | $479 | $5,640-91.5% | $6,734-92.9% | $5,403-91.1% |