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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 | $4,760 | $27,632-82.8% | $61,452-92.3% | $68,486-93.1% |
| Participation rate | 98.2% | 39.5%+58.7pp | 52.6%+45.7pp | 67.9%+30.4pp |
| Annual return | -13.96% | -13.24%-0.7pp | 338.96%-352.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $351 | $696-49.6% | $1,160-69.7% | $2,597-86.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $353 | $2,010-82.5% | $2,131-83.4% | $5,404-93.5% |