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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 | $30,900 | $27,639+11.8% | $61,501-49.8% | $68,490-54.9% |
| Participation rate | 71.8% | 39.5%+32.3pp | 52.6%+19.2pp | 67.9%+3.9pp |
| Annual return | -3.12% | -13.19%+10.1pp | 339.04%-342.2pp | -7.85%+4.7pp |
| Employer contribution / active EE | $1,580 | $696+127.1% | $1,160+36.3% | $2,597-39.1% |
| Participant deferral / active EE | $3,962 | $1,264+213.5% | $2,125+86.5% | $4,028-1.6% |
| Admin fee / account holder | $3,181 | $2,012+58.1% | $2,132+49.2% | $5,403-41.1% |