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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 | $52,070 | $56,357-7.6% | $104,303-50.1% | $68,498-24.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -18.44% | -9.19%-9.3pp | 24.61%-43.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,125 | $1,960+8.4% | $3,372-37.0% | $2,596-18.1% |
| Participant deferral / active EE | $5,129 | $3,077+66.7% | $4,625+10.9% | $4,027+27.4% |
| Admin fee / account holder | $27,306 | $4,903+457.0% | $7,340+272.0% | $5,403+405.4% |