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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 | $65,499 | $59,116+10.8% | $86,438-24.2% | $68,486-4.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -17.94% | -0.23%-17.7pp | 4397.19%-4415.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,732 | $2,519+87.9% | $3,769+25.5% | $2,597+82.2% |
| Participant deferral / active EE | $9,460 | $5,902+60.3% | $6,952+36.1% | $4,028+134.9% |
| Admin fee / account holder | $9,959 | $5,639+76.6% | $6,733+47.9% | $5,404+84.3% |