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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 | $29,636 | $69,012-57.1% | $160,037-81.5% | $68,490-56.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,251 | $2,212-43.4% | $4,226-70.4% | $2,597-51.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $385 | $4,798-92.0% | $8,716-95.6% | $5,403-92.9% |