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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 | $51,210 | $64,729-20.9% | $112,263-54.4% | $68,490-25.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.16% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,649 | $2,746+32.9% | $3,636+0.4% | $2,597+40.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,189 | $5,222-38.9% | $6,410-50.3% | $5,403-41.0% |