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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 | $25,953 | $54,355-52.3% | $82,744-68.6% | $68,486-62.1% |
| Participation rate | 94.8% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+26.9pp |
| Annual return | -18.66% | -13.67%-5.0pp | 702.22%-720.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,724 | $2,219-22.3% | $3,008-42.7% | $2,597-33.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,369 | $4,397+204.1% | $5,325+151.1% | $5,404+147.4% |