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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 | $52,773 | $54,357-2.9% | $82,706-36.2% | $68,495-23.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.76% | -13.67%+0.9pp | 701.76%-714.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,981 | $2,218-10.7% | $3,007-34.1% | $2,596-23.7% |
| Participant deferral / active EE | $2,639 | $3,246-18.7% | $4,394-39.9% | $4,028-34.5% |
| Admin fee / account holder | $728 | $4,396-83.4% | $5,329-86.3% | $5,403-86.5% |