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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 | $153,236 | $59,111+159.2% | $86,451+77.3% | $68,490+123.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -13.18% | -0.22%-13.0pp | 4398.51%-4411.7pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,497 | $2,519-0.9% | $3,770-33.8% | $2,597-3.8% |
| Participant deferral / active EE | $7,243 | $5,900+22.8% | $6,953+4.2% | $4,028+79.8% |
| Admin fee / account holder | $7,178 | $5,640+27.3% | $6,734+6.6% | $5,403+32.9% |