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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 | $89,781 | $59,116+51.9% | $86,438+3.9% | $68,486+31.1% |
| Participation rate | 94.2% | 75.2%+19.0pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -13.69% | -0.23%-13.5pp | 4397.19%-4410.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,602 | $2,519-36.4% | $3,769-57.5% | $2,597-38.3% |
| Participant deferral / active EE | $11,207 | $5,902+89.9% | $6,952+61.2% | $4,028+178.3% |
| Admin fee / account holder | $15,548 | $5,639+175.7% | $6,733+130.9% | $5,404+187.7% |