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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 | $67,756 | $59,111+14.6% | $86,451-21.6% | $68,490-1.1% |
| Participation rate | 88.2% | 75.2%+13.0pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -13.50% | -0.22%-13.3pp | 4398.51%-4412.0pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,155 | $2,519+25.2% | $3,770-16.3% | $2,597+21.5% |
| Participant deferral / active EE | $6,804 | $5,900+15.3% | $6,953-2.1% | $4,028+68.9% |
| Admin fee / account holder | $3,961 | $5,640-29.8% | $6,734-41.2% | $5,403-26.7% |