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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 | $39,745 | $43,730-9.1% | $121,208-67.2% | $64,181-38.1% |
| Participation rate | 96.3% | 58.3%+38.0pp | 71.8%+24.5pp | 69.6%+26.7pp |
| Annual return | -4.05% | 68.94%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,270 | $1,297-2.1% | $4,023-68.4% | $2,381-46.7% |
| Participant deferral / active EE | $2,202 | $2,281-3.4% | $3,345-34.2% | $3,470-36.5% |
| Admin fee / account holder | $799 | $3,502-77.2% | $5,020-84.1% | $4,887-83.7% |