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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 | $47,068 | $45,872+2.6% | $77,096-38.9% | $68,486-31.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.14% | 1.73%-13.9pp | 42.35%-54.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $5,185 | $1,650+214.3% | $2,814+84.2% | $2,597+99.7% |
| Participant deferral / active EE | $3,574 | $2,963+20.6% | $4,429-19.3% | $4,028-11.3% |
| Admin fee / account holder | $533 | $3,041-82.5% | $5,428-90.2% | $5,404-90.1% |