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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 | $84,380 | $59,111+42.7% | $86,451-2.4% | $68,490+23.2% |
| Participation rate | 97.9% | 75.2%+22.6pp | 80.3%+17.5pp | 67.9%+30.0pp |
| Annual return | -18.86% | -0.22%-18.6pp | 4398.51%-4417.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,139 | $2,519+24.6% | $3,770-16.7% | $2,597+20.9% |
| Participant deferral / active EE | $7,249 | $5,900+22.9% | $6,953+4.3% | $4,028+80.0% |
| Admin fee / account holder | $3,907 | $5,640-30.7% | $6,734-42.0% | $5,403-27.7% |