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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 | $80,578 | $59,111+36.3% | $86,451-6.8% | $68,490+17.6% |
| Participation rate | 96.4% | 75.2%+21.2pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -16.81% | -0.22%-16.6pp | 4398.51%-4415.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,821 | $2,519+91.4% | $3,770+27.9% | $2,597+85.7% |
| Participant deferral / active EE | $10,932 | $5,900+85.3% | $6,953+57.2% | $4,028+171.4% |
| Admin fee / account holder | $1,550 | $5,640-72.5% | $6,734-77.0% | $5,403-71.3% |