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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 | $28,296 | $54,355-47.9% | $82,744-65.8% | $68,486-58.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.21% | -13.67%-5.5pp | 702.22%-721.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,538 | $3,246+9.0% | $4,395-19.5% | $4,028-12.2% |
| Admin fee / account holder | $368 | $4,397-91.6% | $5,325-93.1% | $5,404-93.2% |