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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 | $11,715 | $54,355-78.4% | $82,744-85.8% | $68,486-82.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -13.87% | -13.67%-0.2pp | 702.22%-716.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,811 | $2,219-18.4% | $3,008-39.8% | $2,597-30.3% |
| Participant deferral / active EE | $2,699 | $3,246-16.9% | $4,395-38.6% | $4,028-33.0% |
| Admin fee / account holder | $377 | $4,397-91.4% | $5,325-92.9% | $5,404-93.0% |