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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 | $136,940 | $59,107+131.7% | $86,439+58.4% | $68,495+99.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.12% | -0.23%-15.9pp | 4395.55%-4411.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,129 | $2,519+63.9% | $3,769+9.5% | $2,596+59.0% |
| Participant deferral / active EE | $11,335 | $5,901+92.1% | $6,952+63.1% | $4,028+181.4% |
| Admin fee / account holder | $3,623 | $5,637-35.7% | $6,732-46.2% | $5,403-32.9% |