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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 | $10,947 | $54,370-79.9% | $82,763-86.8% | $68,490-84.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.10% | -13.67%-5.4pp | 702.45%-721.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,530 | $2,219-31.1% | $3,008-49.2% | $2,597-41.1% |
| Participant deferral / active EE | $3,152 | $3,247-2.9% | $4,395-28.3% | $4,028-21.8% |
| Admin fee / account holder | $674 | $4,398-84.7% | $5,325-87.3% | $5,403-87.5% |