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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 | $26,294 | $43,730-39.9% | $121,220-78.3% | $64,173-59.0% |
| Participation rate | 83.8% | 58.3%+25.4pp | 71.8%+12.0pp | 69.6%+14.2pp |
| Annual return | -4.10% | 68.94%-73.0pp | 16.94%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,899 | $1,297+46.5% | $4,023-52.8% | $2,381-20.2% |
| Participant deferral / active EE | $1,108 | $2,281-51.4% | $3,345-66.9% | $3,470-68.1% |
| Admin fee / account holder | $1,127 | $3,502-67.8% | $5,021-77.5% | $4,887-76.9% |