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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 | $55,783 | $53,162+4.9% | $91,225-38.9% | $68,486-18.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -5.84% | -3.14%-2.7pp | 114.12%-120.0pp | -7.85%+2.0pp |
| Employer contribution / active EE | $4,944 | $1,709+189.2% | $2,851+73.4% | $2,597+90.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,008 | $4,493+56.0% | $5,422+29.2% | $5,404+29.7% |