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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 | $42,845 | $75,962-43.6% | $154,111-72.2% | $64,173-33.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.66% | 30.32%-37.0pp | 735.18%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,386 | $3,350-28.8% | $5,298-55.0% | $2,381+0.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,695 | $5,589-69.7% | $13,411-87.4% | $4,887-65.3% |