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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 | $19,427 | $44,850-56.7% | $60,547-67.9% | $59,633-67.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.90% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,688 | $1,462+83.8% | $2,419+11.1% | $2,203+22.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $741 | $3,635-79.6% | $4,536-83.7% | $4,297-82.8% |