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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 | $104,733 | $59,111+77.2% | $86,451+21.1% | $68,490+52.9% |
| Participation rate | 96.8% | 75.2%+21.5pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -17.57% | -0.22%-17.4pp | 4398.51%-4416.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $7,769 | $2,519+208.4% | $3,770+106.1% | $2,597+199.2% |
| Participant deferral / active EE | $6,675 | $5,900+13.1% | $6,953-4.0% | $4,028+65.7% |
| Admin fee / account holder | $1,187 | $5,640-79.0% | $6,734-82.4% | $5,403-78.0% |