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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 | $51,452 | $81,900-37.2% | $119,615-57.0% | $68,498-24.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.93% | -23.82%+10.9pp | -14.98%+2.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,172 | $2,693+92.0% | $4,232+22.2% | $2,596+99.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,964 | $6,582-55.0% | $10,324-71.3% | $5,403-45.2% |