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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 | $12,543 | $110,801-88.7% | $86,615-85.5% | $167,536-92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $957 | $3,245-70.5% | $2,496-61.7% | $4,839-80.2% |
| Participant deferral / active EE | $1,167 | $4,547-74.3% | $3,699-68.5% | $6,342-81.6% |
| Admin fee / account holder | $2,944 | $8,417-65.0% | $5,830-49.5% | $12,315-76.1% |