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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 | $18,952 | $54,370-65.1% | $82,763-77.1% | $68,490-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.93% | -13.67%+2.7pp | 702.45%-713.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $1,052 | $2,219-52.6% | $3,008-65.0% | $2,597-59.5% |
| Participant deferral / active EE | $1,233 | $3,247-62.0% | $4,395-71.9% | $4,028-69.4% |
| Admin fee / account holder | $1,030 | $4,398-76.6% | $5,325-80.7% | $5,403-80.9% |