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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 | $36,446 | $45,872-20.5% | $77,096-52.7% | $68,486-46.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.55% | 1.73%-16.3pp | 42.35%-56.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,388 | $1,650+347.9% | $2,814+162.5% | $2,597+184.5% |
| Participant deferral / active EE | $7,529 | $2,963+154.1% | $4,429+70.0% | $4,028+86.9% |
| Admin fee / account holder | $4,563 | $3,041+50.0% | $5,428-15.9% | $5,404-15.6% |