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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 | $24,885 | $27,639-10.0% | $61,501-59.5% | $68,490-63.7% |
| Participation rate | 90.3% | 39.5%+50.8pp | 52.6%+37.7pp | 67.9%+22.4pp |
| Annual return | -14.44% | -13.19%-1.2pp | 339.04%-353.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,231 | $696+220.5% | $1,160+92.3% | $2,597-14.1% |
| Participant deferral / active EE | $1,858 | $1,264+47.0% | $2,125-12.6% | $4,028-53.9% |
| Admin fee / account holder | $850 | $2,012-57.8% | $2,132-60.1% | $5,403-84.3% |