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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 | $52,360 | $42,910+22.0% | $60,919-14.1% | $68,490-23.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.97% | -13.99%+3.0pp | 16.96%-27.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,895 | $2,866+175.5% | $3,814+107.0% | $4,028+96.0% |
| Admin fee / account holder | $855 | $3,104-72.5% | $3,228-73.5% | $5,403-84.2% |