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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 | $120,851 | $59,111+104.4% | $86,451+39.8% | $68,490+76.4% |
| Participation rate | 89.4% | 75.2%+14.2pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -17.24% | -0.22%-17.0pp | 4398.51%-4415.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,510 | $2,519-0.3% | $3,770-33.4% | $2,597-3.3% |
| Participant deferral / active EE | $6,648 | $5,900+12.7% | $6,953-4.4% | $4,028+65.1% |
| Admin fee / account holder | $498 | $5,640-91.2% | $6,734-92.6% | $5,403-90.8% |