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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 | $16,539 | $27,632-40.1% | $61,399-73.1% | $68,495-75.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -16.79% | -13.24%-3.6pp | 338.81%-355.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,730 | $696+436.1% | $1,159+221.7% | $2,596+43.7% |
| Participant deferral / active EE | $2,716 | $1,264+114.9% | $2,124+27.9% | $4,028-32.6% |
| Admin fee / account holder | $681 | $2,010-66.1% | $2,131-68.0% | $5,403-87.4% |