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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 | $30,029 | $43,730-31.3% | $121,220-75.2% | $64,173-53.2% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.8%+21.1pp | 69.6%+23.3pp |
| Annual return | -7.47% | 68.94%-76.4pp | 16.94%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,385 | $2,281+4.6% | $3,345-28.7% | $3,470-31.3% |
| Admin fee / account holder | $657 | $3,502-81.2% | $5,021-86.9% | $4,887-86.6% |