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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 | $78,032 | $59,107+32.0% | $86,439-9.7% | $68,495+13.9% |
| Participation rate | 96.5% | 75.2%+21.3pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -12.40% | -0.23%-12.2pp | 4395.55%-4408.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,488 | $2,519+38.5% | $3,769-7.4% | $2,596+34.3% |
| Participant deferral / active EE | $4,765 | $5,901-19.3% | $6,952-31.5% | $4,028+18.3% |
| Admin fee / account holder | $982 | $5,637-82.6% | $6,732-85.4% | $5,403-81.8% |