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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 | $93,535 | $59,116+58.2% | $86,438+8.2% | $68,486+36.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -18.75% | -0.23%-18.5pp | 4397.19%-4415.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,236 | $2,519-11.2% | $3,769-40.7% | $2,597-13.9% |
| Participant deferral / active EE | $4,804 | $5,902-18.6% | $6,952-30.9% | $4,028+19.3% |
| Admin fee / account holder | $11,898 | $5,639+111.0% | $6,733+76.7% | $5,404+120.2% |