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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 | $90,529 | $59,116+53.1% | $86,438+4.7% | $68,486+32.2% |
| Participation rate | 89.3% | 75.2%+14.1pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -14.67% | -0.23%-14.4pp | 4397.19%-4411.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $11,278 | $2,519+347.7% | $3,769+199.2% | $2,597+334.3% |
| Participant deferral / active EE | $9,180 | $5,902+55.5% | $6,952+32.0% | $4,028+127.9% |
| Admin fee / account holder | $27,742 | $5,639+392.0% | $6,733+312.0% | $5,404+413.4% |