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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 | $33,533 | $54,355-38.3% | $82,744-59.5% | $68,486-51.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.44% | -13.67%+3.2pp | 702.22%-712.7pp | -7.85%-2.6pp |
| Employer contribution / active EE | $8,108 | $2,219+265.5% | $3,008+169.5% | $2,597+212.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $336 | $4,397-92.4% | $5,325-93.7% | $5,404-93.8% |