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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 | $50,079 | $53,546-6.5% | $69,884-28.3% | $68,486-26.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.99% | -13.87%-3.1pp | 190.81%-207.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,619 | $2,019+178.3% | $2,560+119.5% | $2,597+116.4% |
| Participant deferral / active EE | $3,980 | $2,957+34.6% | $3,848+3.4% | $4,028-1.2% |
| Admin fee / account holder | $2,222 | $4,693-52.7% | $6,266-64.5% | $5,404-58.9% |