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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 | $23,150 | $54,370-57.4% | $82,763-72.0% | $68,490-66.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.50% | -13.67%-0.8pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,256 | $2,219+136.8% | $3,008+74.7% | $2,597+102.4% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $632 | $4,398-85.6% | $5,325-88.1% | $5,403-88.3% |