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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 | $141,936 | $59,111+140.1% | $86,451+64.2% | $68,490+107.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.48% | -0.22%-14.3pp | 4398.51%-4413.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,511 | $2,519+39.4% | $3,770-6.9% | $2,597+35.2% |
| Participant deferral / active EE | $5,890 | $5,900-0.2% | $6,953-15.3% | $4,028+46.2% |
| Admin fee / account holder | $1,533 | $5,640-72.8% | $6,734-77.2% | $5,403-71.6% |