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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 | $33,193 | $56,628-41.4% | - | $135,380-75.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | - | 82.6%+17.4pp |
| Annual return | -7.05% | 2630.24%-2637.3pp | - | 519.81%-526.9pp |
| Employer contribution / active EE | $6,302 | $2,747+129.5% | - | $4,779+31.9% |
| Participant deferral / active EE | $3,665 | $3,718-1.4% | - | $5,609-34.7% |
| Admin fee / account holder | $426 | $1,588-73.2% | - | $10,828-96.1% |