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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 | $15,660 | $90,320-82.7% | $59,496-73.7% | $125,389-87.5% |
| Participation rate | 72.7% | 68.3%+4.4pp | 54.6%+18.2pp | 83.2%-10.5pp |
| Annual return | -2.50% | 369.13%-371.6pp | 182.05%-184.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $86 | $1,792-95.2% | $1,153-92.6% | $4,866-98.2% |
| Participant deferral / active EE | $2,171 | $2,716-20.1% | $1,829+18.7% | $5,352-59.4% |
| Admin fee / account holder | $4,128 | $3,063+34.8% | $2,232+84.9% | $9,541-56.7% |