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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 | $7,570 | $27,639-72.6% | $61,501-87.7% | $68,490-88.9% |
| Participation rate | 76.1% | 39.5%+36.6pp | 52.6%+23.6pp | 67.9%+8.2pp |
| Annual return | -16.88% | -13.19%-3.7pp | 339.04%-355.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $355 | $696-49.0% | $1,160-69.4% | $2,597-86.3% |
| Participant deferral / active EE | $827 | $1,264-34.6% | $2,125-61.1% | $4,028-79.5% |
| Admin fee / account holder | $1,221 | $2,012-39.3% | $2,132-42.7% | $5,403-77.4% |