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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 | $17,754 | $54,370-67.3% | $82,763-78.5% | $68,490-74.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.72% | -13.67%-1.0pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,282 | $2,219-42.2% | $3,008-57.4% | $2,597-50.6% |
| Participant deferral / active EE | $2,940 | $3,247-9.4% | $4,395-33.1% | $4,028-27.0% |
| Admin fee / account holder | $713 | $4,398-83.8% | $5,325-86.6% | $5,403-86.8% |