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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 | $60,511 | $59,116+2.4% | $86,438-30.0% | $68,486-11.6% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.4pp | 67.9%+29.9pp |
| Annual return | -14.35% | -0.23%-14.1pp | 4397.19%-4411.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $5,046 | $2,519+100.3% | $3,769+33.9% | $2,597+94.3% |
| Participant deferral / active EE | $10,572 | $5,902+79.1% | $6,952+52.1% | $4,028+162.5% |
| Admin fee / account holder | $3,139 | $5,639-44.3% | $6,733-53.4% | $5,404-41.9% |