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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 | $56,170 | $71,878-21.9% | $86,698-35.2% | $68,486-18.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.81% | 3.53%-18.3pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,047 | $2,173-51.8% | $2,837-63.1% | $2,597-59.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,873 | $6,113-36.6% | $7,493-48.3% | $5,404-28.3% |