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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 | $34,622 | $43,730-20.8% | $121,220-71.4% | $64,173-46.0% |
| Participation rate | 88.5% | 58.3%+30.1pp | 71.8%+16.7pp | 69.6%+18.9pp |
| Annual return | -5.55% | 68.94%-74.5pp | 16.94%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,018 | $1,297-21.5% | $4,023-74.7% | $2,381-57.3% |
| Participant deferral / active EE | $2,754 | $2,281+20.8% | $3,345-17.7% | $3,470-20.6% |
| Admin fee / account holder | $1,285 | $3,502-63.3% | $5,021-74.4% | $4,887-73.7% |