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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 | $31,408 | $27,639+13.6% | $61,501-48.9% | $68,490-54.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.29% | -13.19%-0.1pp | 339.04%-352.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,008 | $696+188.5% | $1,160+73.1% | $2,597-22.7% |
| Participant deferral / active EE | $1,434 | $1,264+13.4% | $2,125-32.5% | $4,028-64.4% |
| Admin fee / account holder | $375 | $2,012-81.3% | $2,132-82.4% | $5,403-93.1% |