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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 | $16,893 | $75,832-77.7% | $147,617-88.6% | $59,633-71.7% |
| Participation rate | 86.1% | 71.6%+14.5pp | 84.6%+1.5pp | 68.7%+17.4pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,316 | $3,485-62.2% | $5,564-76.3% | $2,203-40.2% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,710 | $5,986-71.4% | $11,612-85.3% | $4,297-60.2% |