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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 | $34,173 | $27,632+23.7% | $61,452-44.4% | $68,486-50.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.01% | -13.24%+4.2pp | 338.96%-348.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $3,947 | $696+467.3% | $1,160+240.4% | $2,597+52.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,911 | $2,010+44.8% | $2,131+36.6% | $5,404-46.1% |