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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 | $13,296 | $54,370-75.5% | $82,763-83.9% | $68,490-80.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.63% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,904 | $2,219+30.9% | $3,008-3.5% | $2,597+11.8% |
| Participant deferral / active EE | $2,190 | $3,247-32.5% | $4,395-50.2% | $4,028-45.6% |
| Admin fee / account holder | $606 | $4,398-86.2% | $5,325-88.6% | $5,403-88.8% |