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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 | $84,209 | $59,111+42.5% | $86,451-2.6% | $68,490+23.0% |
| Participation rate | 98.1% | 75.2%+22.9pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -17.89% | -0.22%-17.7pp | 4398.51%-4416.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,094 | $2,519+22.8% | $3,770-17.9% | $2,597+19.2% |
| Participant deferral / active EE | $8,123 | $5,900+37.7% | $6,953+16.8% | $4,028+101.7% |
| Admin fee / account holder | $5,912 | $5,640+4.8% | $6,734-12.2% | $5,403+9.4% |