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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 | $52,834 | $53,162-0.6% | $91,225-42.1% | $68,486-22.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -19.16% | -3.14%-16.0pp | 114.12%-133.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,563 | $1,709+283.9% | $2,851+130.2% | $2,597+152.7% |
| Participant deferral / active EE | $4,732 | $2,974+59.1% | $4,233+11.8% | $4,028+17.5% |
| Admin fee / account holder | $3,048 | $4,493-32.2% | $5,422-43.8% | $5,404-43.6% |