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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 | $54,644 | $46,697+17.0% | $117,529-53.5% | $68,490-20.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.87% | -14.52%-1.4pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,209 | $1,506-19.7% | $4,179-71.1% | $2,597-53.4% |
| Participant deferral / active EE | $5,211 | $2,637+97.6% | $4,072+28.0% | $4,028+29.4% |
| Admin fee / account holder | $609 | $4,023-84.9% | $5,645-89.2% | $5,403-88.7% |