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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 | $19,721 | $45,152-56.3% | $73,836-73.3% | $59,633-66.9% |
| Participation rate | 82.4% | 64.0%+18.4pp | 73.4%+9.0pp | 68.7%+13.7pp |
| Annual return | -2.05% | 27.40%-29.4pp | 2268.06%-2270.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,932 | $2,573-24.9% | $3,583-46.1% | $3,192-39.5% |
| Admin fee / account holder | $759 | $3,515-78.4% | $4,882-84.4% | $4,297-82.3% |