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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 | $59,341 | $45,872+29.4% | $77,100-23.0% | $68,490-13.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.59% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $4,867 | $1,650+195.0% | $2,815+72.9% | $2,597+87.4% |
| Participant deferral / active EE | $4,948 | $2,963+67.0% | $4,430+11.7% | $4,028+22.9% |
| Admin fee / account holder | $1,912 | $3,041-37.1% | $5,443-64.9% | $5,403-64.6% |