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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 | $26,876 | $45,872-41.4% | $77,100-65.1% | $68,490-60.8% |
| Participation rate | 93.3% | 55.9%+37.4pp | 67.9%+25.4pp | 67.9%+25.4pp |
| Annual return | -10.23% | 1.73%-12.0pp | 42.35%-52.6pp | -7.85%-2.4pp |
| Employer contribution / active EE | $255 | $1,650-84.5% | $2,815-90.9% | $2,597-90.2% |
| Participant deferral / active EE | $1,704 | $2,963-42.5% | $4,430-61.5% | $4,028-57.7% |
| Admin fee / account holder | $40,405 | $3,041+1228.6% | $5,443+642.3% | $5,403+647.8% |