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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 | $51,838 | $72,177-28.2% | $115,037-54.9% | $59,633-13.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.93% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $3,803 | $2,841+33.9% | $4,608-17.5% | $2,203+72.7% |
| Participant deferral / active EE | $7,358 | $4,783+53.8% | $6,026+22.1% | $3,192+130.5% |
| Admin fee / account holder | $946 | $4,927-80.8% | $8,175-88.4% | $4,297-78.0% |