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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 | $22,590 | $27,632-18.2% | $61,452-63.2% | $68,486-67.0% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -5.07% | -13.24%+8.2pp | 338.96%-344.0pp | -7.85%+2.8pp |
| Employer contribution / active EE | $6,696 | $696+862.3% | $1,160+477.4% | $2,597+157.9% |
| Participant deferral / active EE | $2,914 | $1,264+130.6% | $2,125+37.2% | $4,028-27.6% |
| Admin fee / account holder | $671 | $2,010-66.6% | $2,131-68.5% | $5,404-87.6% |