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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 | $31,322 | $54,355-42.4% | $82,744-62.1% | $68,486-54.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.80% | -13.67%-2.1pp | 702.22%-718.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,494 | $2,219+192.7% | $3,008+115.9% | $2,597+150.1% |
| Participant deferral / active EE | $3,113 | $3,246-4.1% | $4,395-29.2% | $4,028-22.7% |
| Admin fee / account holder | $357 | $4,397-91.9% | $5,325-93.3% | $5,404-93.4% |