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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 | $68,243 | $59,107+15.5% | $86,439-21.1% | $68,495-0.4% |
| Participation rate | 98.0% | 75.2%+22.8pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -10.93% | -0.23%-10.7pp | 4395.55%-4406.5pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,576 | $2,519-37.4% | $3,769-58.2% | $2,596-39.3% |
| Participant deferral / active EE | $3,761 | $5,901-36.3% | $6,952-45.9% | $4,028-6.6% |
| Admin fee / account holder | $1,290 | $5,637-77.1% | $6,732-80.8% | $5,403-76.1% |