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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 | $47,884 | $45,872+4.4% | $77,100-37.9% | $68,490-30.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.13% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,922 | $1,650+77.2% | $2,815+3.8% | $2,597+12.5% |
| Participant deferral / active EE | $4,772 | $2,963+61.1% | $4,430+7.7% | $4,028+18.5% |
| Admin fee / account holder | $5,909 | $3,041+94.3% | $5,443+8.6% | $5,403+9.4% |