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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 | $12,767 | $54,370-76.5% | $82,763-84.6% | $68,490-81.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.02% | -13.67%-2.3pp | 702.45%-718.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,053 | $2,219-52.5% | $3,008-65.0% | $2,597-59.4% |
| Participant deferral / active EE | $922 | $3,247-71.6% | $4,395-79.0% | $4,028-77.1% |
| Admin fee / account holder | $363 | $4,398-91.7% | $5,325-93.2% | $5,403-93.3% |