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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 | $50,248 | $45,872+9.5% | $77,100-34.8% | $68,490-26.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -9.80% | 1.73%-11.5pp | 42.35%-52.2pp | -7.85%-2.0pp |
| Employer contribution / active EE | $2,603 | $1,650+57.8% | $2,815-7.5% | $2,597+0.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,077 | $3,041-64.6% | $5,443-80.2% | $5,403-80.1% |