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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 | $15,147 | $45,152-66.5% | $73,843-79.5% | $59,632-74.6% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | -0.41% | 27.40%-27.8pp | 2267.91%-2268.3pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,683 | $2,574-34.6% | $3,583-53.0% | $3,192-47.3% |
| Admin fee / account holder | $1,170 | $3,516-66.7% | $4,880-76.0% | $4,297-72.8% |