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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 | $45,749 | $59,116-22.6% | $86,438-47.1% | $68,486-33.2% |
| Participation rate | 93.9% | 75.2%+18.7pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -18.41% | -0.23%-18.2pp | 4397.19%-4415.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $4,596 | $2,519+82.5% | $3,769+21.9% | $2,597+77.0% |
| Participant deferral / active EE | $9,075 | $5,902+53.8% | $6,952+30.5% | $4,028+125.3% |
| Admin fee / account holder | $939 | $5,639-83.4% | $6,733-86.1% | $5,404-82.6% |