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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 | $21,488 | $43,730-50.9% | $121,220-82.3% | $64,173-66.5% |
| Participation rate | 74.2% | 58.3%+15.9pp | 71.8%+2.4pp | 69.6%+4.6pp |
| Annual return | -3.37% | 68.94%-72.3pp | 16.94%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,174 | $1,297-9.5% | $4,023-70.8% | $2,381-50.7% |
| Participant deferral / active EE | $2,588 | $2,281+13.5% | $3,345-22.6% | $3,470-25.4% |
| Admin fee / account holder | $1,325 | $3,502-62.2% | $5,021-73.6% | $4,887-72.9% |