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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 | $78,304 | $59,111+32.5% | $86,451-9.4% | $68,490+14.3% |
| Participation rate | 98.5% | 75.2%+23.3pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -16.91% | -0.22%-16.7pp | 4398.51%-4415.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,181 | $2,519+105.7% | $3,770+37.4% | $2,597+99.5% |
| Participant deferral / active EE | $7,391 | $5,900+25.3% | $6,953+6.3% | $4,028+83.5% |
| Admin fee / account holder | $2,010 | $5,640-64.4% | $6,734-70.1% | $5,403-62.8% |