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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 | $22,189 | $59,111-62.5% | $86,451-74.3% | $68,490-67.6% |
| Participation rate | 97.8% | 75.2%+22.6pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -18.74% | -0.22%-18.5pp | 4398.51%-4417.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,653 | $2,519+45.0% | $3,770-3.1% | $2,597+40.7% |
| Participant deferral / active EE | $9,007 | $5,900+52.7% | $6,953+29.5% | $4,028+123.6% |
| Admin fee / account holder | $10,208 | $5,640+81.0% | $6,734+51.6% | $5,403+88.9% |