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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 | $50,470 | $72,177-30.1% | $115,037-56.1% | $59,633-15.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.68% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $3,429 | $2,841+20.7% | $4,608-25.6% | $2,203+55.7% |
| Participant deferral / active EE | $8,753 | $4,783+83.0% | $6,026+45.2% | $3,192+174.2% |
| Admin fee / account holder | $3,228 | $4,927-34.5% | $8,175-60.5% | $4,297-24.9% |