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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 | $37,551 | $45,872-18.1% | $77,100-51.3% | $68,490-45.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.28% | 1.73%-18.0pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $7,447 | $1,650+351.4% | $2,815+164.6% | $2,597+186.8% |
| Participant deferral / active EE | $1,137 | $2,963-61.6% | $4,430-74.3% | $4,028-71.8% |
| Admin fee / account holder | $4,192 | $3,041+37.9% | $5,443-23.0% | $5,403-22.4% |