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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 | $75,306 | $59,107+27.4% | $86,439-12.9% | $68,498+9.9% |
| Participation rate | 86.8% | 75.2%+11.6pp | 80.3%+6.5pp | 67.9%+19.0pp |
| Annual return | -15.67% | -0.23%-15.4pp | 4395.55%-4411.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,216 | $2,519-12.0% | $3,769-41.2% | $2,596-14.7% |
| Participant deferral / active EE | $3,889 | $5,901-34.1% | $6,952-44.1% | $4,027-3.4% |
| Admin fee / account holder | $9,401 | $5,637+66.8% | $6,732+39.6% | $5,403+74.0% |