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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 | $42,682 | $43,730-2.4% | $121,220-64.8% | $64,173-33.5% |
| Participation rate | 93.0% | 58.3%+34.7pp | 71.8%+21.3pp | 69.6%+23.5pp |
| Annual return | -2.53% | 68.94%-71.5pp | 16.94%-19.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,491 | $2,281+96.9% | $3,345+34.3% | $3,470+29.4% |
| Admin fee / account holder | $3,364 | $3,502-4.0% | $5,021-33.0% | $4,887-31.2% |