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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 | $159,598 | $59,116+170.0% | $86,438+84.6% | $68,486+133.0% |
| Participation rate | 81.4% | 75.2%+6.2pp | 80.3%+1.1pp | 67.9%+13.5pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4397.19%-4413.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,520 | $2,519+39.8% | $3,769-6.6% | $2,597+35.6% |
| Participant deferral / active EE | $9,621 | $5,902+63.0% | $6,952+38.4% | $4,028+138.9% |
| Admin fee / account holder | $7,655 | $5,639+35.8% | $6,733+13.7% | $5,404+41.7% |