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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 | $235,491 | $59,116+298.4% | $86,438+172.4% | $68,486+243.9% |
| Participation rate | 97.6% | 75.2%+22.4pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -5.21% | -0.23%-5.0pp | 4397.19%-4402.4pp | -7.85%+2.6pp |
| Employer contribution / active EE | $7,259 | $2,519+188.2% | $3,769+92.6% | $2,597+179.5% |
| Participant deferral / active EE | $6,286 | $5,902+6.5% | $6,952-9.6% | $4,028+56.1% |
| Admin fee / account holder | $1,682 | $5,639-70.2% | $6,733-75.0% | $5,404-68.9% |