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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 | $101,911 | $59,116+72.4% | $86,438+17.9% | $68,486+48.8% |
| Participation rate | 95.9% | 75.2%+20.7pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -15.10% | -0.23%-14.9pp | 4397.19%-4412.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $3,748 | $2,519+48.8% | $3,769-0.6% | $2,597+44.3% |
| Participant deferral / active EE | $8,003 | $5,902+35.6% | $6,952+15.1% | $4,028+98.7% |
| Admin fee / account holder | $5,463 | $5,639-3.1% | $6,733-18.9% | $5,404+1.1% |