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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 | $8,452 | $27,632-69.4% | $61,399-86.2% | $68,495-87.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -14.87% | -13.24%-1.6pp | 338.81%-353.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,737 | $696+437.1% | $1,159+222.3% | $2,596+43.9% |
| Participant deferral / active EE | $1,980 | $1,264+56.7% | $2,124-6.8% | $4,028-50.8% |
| Admin fee / account holder | $1,762 | $2,010-12.3% | $2,131-17.3% | $5,403-67.4% |