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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 | $40,967 | $60,813-32.6% | - | $134,532-69.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -18.43% | -10.69%-7.7pp | - | 418.27%-436.7pp |
| Employer contribution / active EE | $2,187 | $2,735-20.0% | - | $4,741-53.9% |
| Participant deferral / active EE | $7,387 | $4,132+78.8% | - | $6,401+15.4% |
| Admin fee / account holder | $378 | $4,065-90.7% | - | $11,429-96.7% |