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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 | $18,029 | $54,370-66.8% | $82,763-78.2% | $68,490-73.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.83% | -13.67%-5.2pp | 702.45%-721.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,560 | $2,219-29.7% | $3,008-48.1% | $2,597-39.9% |
| Participant deferral / active EE | $2,214 | $3,247-31.8% | $4,395-49.6% | $4,028-45.0% |
| Admin fee / account holder | $464 | $4,398-89.4% | $5,325-91.3% | $5,403-91.4% |