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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 | $10,405 | $21,859-52.4% | - | $64,173-83.8% |
| Participation rate | 83.6% | 49.4%+34.2pp | - | 69.6%+14.0pp |
| Annual return | -3.78% | -2.64%-1.1pp | - | 7.63%-11.4pp |
| Employer contribution / active EE | $286 | $1,556-81.6% | - | $2,381-88.0% |
| Participant deferral / active EE | $1,220 | $1,289-5.4% | - | $3,470-64.8% |
| Admin fee / account holder | $5,175 | $1,657+212.3% | - | $4,887+5.9% |