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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 | $19,943 | $152,591-86.9% | $117,529-83.0% | $134,545-85.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.49% | 53.04%-67.5pp | 29.77%-44.3pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,765 | $4,821-21.9% | $4,072-7.5% | $6,401-41.2% |
| Admin fee / account holder | $1,691 | $7,004-75.9% | $5,645-70.0% | $11,431-85.2% |