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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 | $23,245 | $27,639-15.9% | $61,501-62.2% | $68,490-66.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.63% | -13.19%-0.4pp | 339.04%-352.7pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,648 | $696+424.1% | $1,160+214.5% | $2,597+40.5% |
| Participant deferral / active EE | $3,328 | $1,264+163.3% | $2,125+56.6% | $4,028-17.4% |
| Admin fee / account holder | $499 | $2,012-75.2% | $2,132-76.6% | $5,403-90.8% |