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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 | $77,097 | $59,107+30.4% | $86,439-10.8% | $68,495+12.6% |
| Participation rate | 93.5% | 75.2%+18.2pp | 80.3%+13.1pp | 67.9%+25.6pp |
| Annual return | -16.23% | -0.23%-16.0pp | 4395.55%-4411.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,480 | $2,519+157.2% | $3,769+71.9% | $2,596+149.6% |
| Participant deferral / active EE | $13,098 | $5,901+122.0% | $6,952+88.4% | $4,028+225.2% |
| Admin fee / account holder | $3,739 | $5,637-33.7% | $6,732-44.5% | $5,403-30.8% |