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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 | $197,409 | $59,111+234.0% | $86,451+128.3% | $68,490+188.2% |
| Participation rate | 92.9% | 75.2%+17.6pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -18.75% | -0.22%-18.5pp | 4398.51%-4417.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,582 | $2,519+2.5% | $3,770-31.5% | $2,597-0.6% |
| Participant deferral / active EE | $10,278 | $5,900+74.2% | $6,953+47.8% | $4,028+155.2% |
| Admin fee / account holder | $833 | $5,640-85.2% | $6,734-87.6% | $5,403-84.6% |