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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 | $35,497 | $54,357-34.7% | $82,706-57.1% | $68,495-48.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.58% | -13.67%+0.1pp | 701.76%-715.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $436 | $2,218-80.3% | $3,007-85.5% | $2,596-83.2% |
| Participant deferral / active EE | $1,102 | $3,246-66.0% | $4,394-74.9% | $4,028-72.6% |
| Admin fee / account holder | $3,284 | $4,396-25.3% | $5,329-38.4% | $5,403-39.2% |