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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 | $25,995 | $47,766-45.6% | $82,763-68.6% | $64,824-59.9% |
| Participation rate | 93.6% | 67.7%+25.9pp | 72.6%+21.0pp | 71.5%+22.1pp |
| Annual return | 0.00% | -13.06%+13.1pp | 702.45%-702.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,379 | $2,182-36.8% | $3,008-54.2% | $2,507-45.0% |
| Participant deferral / active EE | $1,606 | $3,332-51.8% | $4,395-63.5% | $4,311-62.7% |
| Admin fee / account holder | $769 | $143+437.7% | $5,325-85.6% | $188+309.2% |