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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 | $48,904 | $69,012-29.1% | $160,009-69.4% | $68,486-28.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.28% | -9.65%-5.6pp | 408.85%-424.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,019 | $2,212+36.5% | $4,225-28.5% | $2,597+16.3% |
| Participant deferral / active EE | $5,844 | $4,212+38.8% | $6,183-5.5% | $4,028+45.1% |
| Admin fee / account holder | $2,783 | $4,798-42.0% | $8,715-68.1% | $5,404-48.5% |