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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 | $51,155 | $49,177+4.0% | $79,467-35.6% | $64,173-20.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.67% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,014 | $2,076-51.2% | $2,800-63.8% | $2,381-57.4% |
| Participant deferral / active EE | $1,588 | $2,821-43.7% | $3,704-57.1% | $3,470-54.2% |
| Admin fee / account holder | $5,572 | $3,839+45.2% | $5,104+9.2% | $4,887+14.0% |