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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 | $32,897 | $53,546-38.6% | $69,890-52.9% | $68,490-52.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.86% | -13.87%-1.0pp | 190.84%-205.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,821 | $2,019+237.9% | $2,560+166.4% | $2,597+162.7% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $744 | $4,693-84.2% | $6,267-88.1% | $5,403-86.2% |