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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 | $55,953 | $59,111-5.3% | $86,451-35.3% | $68,490-18.3% |
| Participation rate | 95.4% | 75.2%+20.2pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -16.52% | -0.22%-16.3pp | 4398.51%-4415.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,153 | $2,519+25.2% | $3,770-16.4% | $2,597+21.4% |
| Participant deferral / active EE | $5,251 | $5,900-11.0% | $6,953-24.5% | $4,028+30.4% |
| Admin fee / account holder | $1,914 | $5,640-66.1% | $6,734-71.6% | $5,403-64.6% |