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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 | $23,009 | $95,917-76.0% | $79,583-71.1% | $134,545-82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.70% | -2.70%-17.0pp | 0.16%-19.9pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,667 | $3,129-46.7% | $2,414-30.9% | $4,742-64.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $392 | $9,132-95.7% | $6,835-94.3% | $11,431-96.6% |