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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 | $13,763 | $54,370-74.7% | $82,763-83.4% | $68,490-79.9% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | -3.82% | -13.67%+9.9pp | 702.45%-706.3pp | -7.85%+4.0pp |
| Employer contribution / active EE | $455 | $2,219-79.5% | $3,008-84.9% | $2,597-82.5% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $498 | $4,398-88.7% | $5,325-90.6% | $5,403-90.8% |