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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 | $23,832 | $43,730-45.5% | $121,220-80.3% | $64,173-62.9% |
| Participation rate | 88.9% | 58.3%+30.5pp | 71.8%+17.1pp | 69.6%+19.3pp |
| Annual return | -3.28% | 68.94%-72.2pp | 16.94%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,726 | $1,297+110.2% | $4,023-32.2% | $2,381+14.5% |
| Participant deferral / active EE | $4,028 | $2,281+76.6% | $3,345+20.4% | $3,470+16.1% |
| Admin fee / account holder | $531 | $3,502-84.8% | $5,021-89.4% | $4,887-89.1% |