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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 | $48,563 | $45,872+5.9% | $77,096-37.0% | $68,486-29.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.66% | 1.73%-15.4pp | 42.35%-56.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,439 | $1,650+108.5% | $2,814+22.2% | $2,597+32.4% |
| Participant deferral / active EE | $3,067 | $2,963+3.5% | $4,429-30.8% | $4,028-23.9% |
| Admin fee / account holder | $4,422 | $3,041+45.4% | $5,428-18.5% | $5,404-18.2% |