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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 | $140,650 | $59,111+137.9% | $86,451+62.7% | $68,490+105.4% |
| Participation rate | 95.6% | 75.2%+20.4pp | 80.3%+15.3pp | 67.9%+27.7pp |
| Annual return | -17.08% | -0.22%-16.9pp | 4398.51%-4415.6pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,906 | $2,519+15.4% | $3,770-22.9% | $2,597+11.9% |
| Participant deferral / active EE | $8,794 | $5,900+49.0% | $6,953+26.5% | $4,028+118.3% |
| Admin fee / account holder | $7,111 | $5,640+26.1% | $6,734+5.6% | $5,403+31.6% |