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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 | $16,119 | $54,370-70.4% | $82,763-80.5% | $68,490-76.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.17% | -13.67%-1.5pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,009 | $2,219-54.5% | $3,008-66.4% | $2,597-61.1% |
| Participant deferral / active EE | $1,829 | $3,247-43.7% | $4,395-58.4% | $4,028-54.6% |
| Admin fee / account holder | $414 | $4,398-90.6% | $5,325-92.2% | $5,403-92.3% |