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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 | $54,043 | $64,716-16.5% | $112,258-51.9% | $68,495-21.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -5.95% | -11.40%+5.5pp | 27.47%-33.4pp | -7.84%+1.9pp |
| Employer contribution / active EE | $11,839 | $2,746+331.1% | $3,636+225.6% | $2,596+356.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,949 | $5,232-24.5% | $6,411-38.4% | $5,403-26.9% |