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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 | $20,747 | $27,632-24.9% | $61,452-66.2% | $68,486-69.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.05% | -13.24%-4.8pp | 338.96%-357.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,508 | $696+404.1% | $1,160+202.5% | $2,597+35.1% |
| Participant deferral / active EE | $2,656 | $1,264+110.2% | $2,125+25.0% | $4,028-34.1% |
| Admin fee / account holder | $706 | $2,010-64.9% | $2,131-66.9% | $5,404-86.9% |