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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 | $13,918 | $45,872-69.7% | $77,100-81.9% | $68,490-79.7% |
| Participation rate | 91.5% | 55.9%+35.6pp | 67.9%+23.6pp | 67.9%+23.6pp |
| Annual return | -18.51% | 1.73%-20.2pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $393 | $1,650-76.2% | $2,815-86.0% | $2,597-84.9% |
| Participant deferral / active EE | $1,438 | $2,963-51.5% | $4,430-67.5% | $4,028-64.3% |
| Admin fee / account holder | $892 | $3,041-70.7% | $5,443-83.6% | $5,403-83.5% |