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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 | $18,790 | $27,632-32.0% | $61,452-69.4% | $68,486-72.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.86% | -13.24%-0.6pp | 338.96%-352.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $3,033 | $696+335.9% | $1,160+161.6% | $2,597+16.8% |
| Participant deferral / active EE | $2,215 | $1,264+75.3% | $2,125+4.2% | $4,028-45.0% |
| Admin fee / account holder | $1,165 | $2,010-42.1% | $2,131-45.4% | $5,404-78.4% |