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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 | $51,814 | $53,546-3.2% | $69,884-25.9% | $68,486-24.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.16% | -13.87%-3.3pp | 190.81%-208.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,460 | $2,019+21.9% | $2,560-3.9% | $2,597-5.3% |
| Participant deferral / active EE | $4,707 | $2,957+59.2% | $3,848+22.3% | $4,028+16.9% |
| Admin fee / account holder | $2,506 | $4,693-46.6% | $6,266-60.0% | $5,404-53.6% |