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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 | $18,122 | $45,152-59.9% | $73,836-75.5% | $59,633-69.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.51% | 27.40%-27.9pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,519 | $1,901-20.1% | $2,787-45.5% | $2,203-31.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,286 | $3,515-63.4% | $4,882-73.7% | $4,297-70.1% |