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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 | $20,138 | $45,152-55.4% | $73,836-72.7% | $59,633-66.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.57% | 27.40%-29.0pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $521 | $1,901-72.6% | $2,787-81.3% | $2,203-76.4% |
| Participant deferral / active EE | $2,569 | $2,573-0.2% | $3,583-28.3% | $3,192-19.5% |
| Admin fee / account holder | $1,324 | $3,515-62.3% | $4,882-72.9% | $4,297-69.2% |