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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 | $52,274 | $54,370-3.9% | $82,763-36.8% | $68,490-23.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.53% | -13.67%+0.1pp | 702.45%-716.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,786 | $2,219-19.5% | $3,008-40.6% | $2,597-31.2% |
| Participant deferral / active EE | $1,386 | $3,247-57.3% | $4,395-68.5% | $4,028-65.6% |
| Admin fee / account holder | $2,929 | $4,398-33.4% | $5,325-45.0% | $5,403-45.8% |