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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 | $28,622 | $59,116-51.6% | $86,438-66.9% | $68,486-58.2% |
| Participation rate | 81.7% | 75.2%+6.5pp | 80.3%+1.4pp | 67.9%+13.8pp |
| Annual return | -13.18% | -0.23%-12.9pp | 4397.19%-4410.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,215 | $2,519+67.3% | $3,769+11.8% | $2,597+62.3% |
| Participant deferral / active EE | $10,770 | $5,902+82.5% | $6,952+54.9% | $4,028+167.4% |
| Admin fee / account holder | $3,399 | $5,639-39.7% | $6,733-49.5% | $5,404-37.1% |