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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 | $38,494 | $43,730-12.0% | $121,220-68.2% | $64,173-40.0% |
| Participation rate | 94.7% | 58.3%+36.4pp | 71.8%+23.0pp | 69.6%+25.2pp |
| Annual return | -4.07% | 68.94%-73.0pp | 16.94%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,451 | $1,297+11.9% | $4,023-63.9% | $2,381-39.1% |
| Participant deferral / active EE | $2,715 | $2,281+19.0% | $3,345-18.8% | $3,470-21.8% |
| Admin fee / account holder | $6,311 | $3,502+80.2% | $5,021+25.7% | $4,887+29.1% |