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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 | $163,142 | $59,111+176.0% | $86,451+88.7% | $68,490+138.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -16.98% | -0.22%-16.8pp | 4398.51%-4415.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,696 | $2,519+46.8% | $3,770-1.9% | $2,597+42.4% |
| Participant deferral / active EE | $6,936 | $5,900+17.6% | $6,953-0.2% | $4,028+72.2% |
| Admin fee / account holder | $1,587 | $5,640-71.9% | $6,734-76.4% | $5,403-70.6% |