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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 | $12,344 | $54,370-77.3% | $82,763-85.1% | $68,490-82.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -7.15% | -13.67%+6.5pp | 702.45%-709.6pp | -7.85%+0.7pp |
| Employer contribution / active EE | $1,212 | $2,219-45.4% | $3,008-59.7% | $2,597-53.3% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $374 | $4,398-91.5% | $5,325-93.0% | $5,403-93.1% |