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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 | $103,012 | $59,111+74.3% | $86,451+19.2% | $68,490+50.4% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.4pp | 67.9%+29.9pp |
| Annual return | -15.92% | -0.22%-15.7pp | 4398.51%-4414.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,902 | $2,519-24.5% | $3,770-49.6% | $2,597-26.8% |
| Participant deferral / active EE | $4,959 | $5,900-15.9% | $6,953-28.7% | $4,028+23.1% |
| Admin fee / account holder | $1,168 | $5,640-79.3% | $6,734-82.7% | $5,403-78.4% |