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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 | $54,475 | $54,357+0.2% | $82,706-34.1% | $68,495-20.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.31% | -13.67%-1.6pp | 701.76%-717.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,801 | $2,218+161.5% | $3,007+92.9% | $2,596+123.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,248 | $4,396-48.9% | $5,329-57.8% | $5,403-58.4% |