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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 | $43,894 | $54,355-19.2% | $82,744-47.0% | $68,486-35.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.16% | -13.67%-1.5pp | 702.22%-717.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,815 | $2,219+26.9% | $3,008-6.4% | $2,597+8.4% |
| Participant deferral / active EE | $1,464 | $3,246-54.9% | $4,395-66.7% | $4,028-63.6% |
| Admin fee / account holder | $15,802 | $4,397+259.4% | $5,325+196.8% | $5,404+192.4% |