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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 | $24,501 | $142,361-82.8% | $119,608-79.5% | $134,509-81.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | -12.46%-6.7pp | -14.98%-4.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,970 | $5,224-62.3% | $4,232-53.4% | $4,741-58.4% |
| Participant deferral / active EE | $3,956 | $6,468-38.8% | $5,601-29.4% | $6,400-38.2% |
| Admin fee / account holder | $790 | $13,588-94.2% | $10,326-92.4% | $11,427-93.1% |