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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 | $18,042 | $67,352-73.2% | $60,899-70.4% | $134,509-86.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.11% | 49.99%-65.1pp | 16.92%-32.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,352 | $3,098-56.4% | $2,702-50.0% | $4,741-71.5% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,696 | $4,585-19.4% | $3,225+14.6% | $11,427-67.7% |