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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 | $61,693 | $59,116+4.4% | $86,438-28.6% | $68,486-9.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -18.53% | -0.23%-18.3pp | 4397.19%-4415.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $5,116 | $2,519+103.1% | $3,769+35.7% | $2,597+97.0% |
| Participant deferral / active EE | $11,624 | $5,902+97.0% | $6,952+67.2% | $4,028+188.6% |
| Admin fee / account holder | $5,891 | $5,639+4.5% | $6,733-12.5% | $5,404+9.0% |