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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 | $12,951 | $27,639-53.1% | $61,501-78.9% | $68,490-81.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -12.95% | -13.19%+0.2pp | 339.04%-352.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,445 | $696+107.6% | $1,160+24.6% | $2,597-44.4% |
| Participant deferral / active EE | $2,495 | $1,264+97.5% | $2,125+17.5% | $4,028-38.0% |
| Admin fee / account holder | $797 | $2,012-60.4% | $2,132-62.6% | $5,403-85.3% |