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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 | $116,999 | $59,107+97.9% | $86,439+35.4% | $68,495+70.8% |
| Participation rate | 96.5% | 75.2%+21.2pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -17.90% | -0.23%-17.7pp | 4395.55%-4413.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $26,160 | $2,519+938.5% | $3,769+594.1% | $2,596+907.5% |
| Participant deferral / active EE | $13,543 | $5,901+129.5% | $6,952+94.8% | $4,028+236.3% |
| Admin fee / account holder | $8,161 | $5,637+44.8% | $6,732+21.2% | $5,403+51.0% |