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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 | $95,498 | $59,107+61.6% | $86,439+10.5% | $68,495+39.4% |
| Participation rate | 96.8% | 75.2%+21.5pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -10.82% | -0.23%-10.6pp | 4395.55%-4406.4pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,134 | $2,519+64.1% | $3,769+9.7% | $2,596+59.2% |
| Participant deferral / active EE | $5,949 | $5,901+0.8% | $6,952-14.4% | $4,028+47.7% |
| Admin fee / account holder | $14,590 | $5,637+158.8% | $6,732+116.7% | $5,403+170.0% |