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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 | $34,213 | $54,370-37.1% | $82,763-58.7% | $68,490-50.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.38% | -13.67%-0.7pp | 702.45%-716.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,739 | $2,219-21.6% | $3,008-42.2% | $2,597-33.0% |
| Participant deferral / active EE | $2,901 | $3,247-10.7% | $4,395-34.0% | $4,028-28.0% |
| Admin fee / account holder | $447 | $4,398-89.8% | $5,325-91.6% | $5,403-91.7% |