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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 | $33,603 | $54,357-38.2% | $82,706-59.4% | $68,495-50.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.52% | -13.67%+0.2pp | 701.76%-715.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,908 | $2,218+76.2% | $3,007+30.0% | $2,596+50.5% |
| Participant deferral / active EE | $7,024 | $3,246+116.4% | $4,394+59.9% | $4,028+74.4% |
| Admin fee / account holder | $765 | $4,396-82.6% | $5,329-85.6% | $5,403-85.8% |