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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 | $33,727 | $54,370-38.0% | $82,763-59.2% | $68,490-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -6.65% | -13.67%+7.0pp | 702.45%-709.1pp | -7.85%+1.2pp |
| Employer contribution / active EE | $940 | $2,219-57.6% | $3,008-68.7% | $2,597-63.8% |
| Participant deferral / active EE | $2,746 | $3,247-15.4% | $4,395-37.5% | $4,028-31.8% |
| Admin fee / account holder | $2,597 | $4,398-41.0% | $5,325-51.2% | $5,403-51.9% |