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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 | $47,811 | $71,873-33.5% | $86,698-44.9% | $68,490-30.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.72% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $7,010 | $2,173+222.5% | $2,837+147.1% | $2,597+170.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,569 | $6,110-74.3% | $7,492-79.1% | $5,403-71.0% |