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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 | $14,562 | $88,585-83.6% | $69,884-79.2% | $134,532-89.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -7.39% | 442.80%-450.2pp | 190.81%-198.2pp | 418.27%-425.7pp |
| Employer contribution / active EE | $1,042 | $3,235-67.8% | $2,560-59.3% | $4,741-78.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,953 | $10,441+52.8% | $6,266+154.6% | $11,429+39.6% |