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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 | $37,176 | $78,694-52.8% | $67,652-45.0% | $125,393-70.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.89% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.23%-285.1pp |
| Employer contribution / active EE | $1,316 | $3,044-56.8% | $2,266-41.9% | $4,866-73.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,615 | $7,403-78.2% | $4,821-66.5% | $9,541-83.1% |