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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 | $39,603 | $54,370-27.2% | $82,763-52.1% | $68,490-42.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -2.11% | -13.67%+11.6pp | 702.45%-704.6pp | -7.85%+5.7pp |
| Employer contribution / active EE | $11,218 | $2,219+405.5% | $3,008+272.9% | $2,597+332.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,039 | $4,398-76.4% | $5,325-80.5% | $5,403-80.8% |