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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 | $145,342 | $59,111+145.9% | $86,451+68.1% | $68,490+112.2% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.4pp | 67.9%+29.9pp |
| Annual return | -12.84% | -0.22%-12.6pp | 4398.51%-4411.4pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,175 | $2,519-13.7% | $3,770-42.3% | $2,597-16.2% |
| Participant deferral / active EE | $8,671 | $5,900+47.0% | $6,953+24.7% | $4,028+115.3% |
| Admin fee / account holder | $31,883 | $5,640+465.3% | $6,734+373.4% | $5,403+490.1% |