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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 | $57,023 | $64,729-11.9% | $112,263-49.2% | $68,490-16.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.49%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,412 | $2,746-12.2% | $3,636-33.7% | $2,597-7.1% |
| Participant deferral / active EE | $5,289 | $3,566+48.3% | $4,729+11.8% | $4,028+31.3% |
| Admin fee / account holder | $329 | $5,222-93.7% | $6,410-94.9% | $5,403-93.9% |