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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 | $31,364 | $43,730-28.3% | $121,220-74.1% | $64,173-51.1% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.8%+21.1pp | 69.6%+23.3pp |
| Annual return | -2.26% | 68.94%-71.2pp | 16.94%-19.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $472 | $1,297-63.6% | $4,023-88.3% | $2,381-80.2% |
| Participant deferral / active EE | $1,355 | $2,281-40.6% | $3,345-59.5% | $3,470-61.0% |
| Admin fee / account holder | $3,661 | $3,502+4.5% | $5,021-27.1% | $4,887-25.1% |