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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 | $15,658 | $32,117-51.2% | $71,086-78.0% | $64,173-75.6% |
| Participation rate | 75.0% | 42.7%+32.3pp | 54.7%+20.3pp | 69.6%+5.4pp |
| Annual return | -9.79% | -5.57%-4.2pp | 650.59%-660.4pp | 7.63%-17.4pp |
| Employer contribution / active EE | $732 | $712+2.8% | $1,088-32.7% | $2,381-69.2% |
| Participant deferral / active EE | $1,310 | $1,263+3.7% | $1,874-30.1% | $3,470-62.3% |
| Admin fee / account holder | $454 | $2,759-83.5% | $3,082-85.3% | $4,887-90.7% |