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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 | $14,920 | $27,639-46.0% | $61,501-75.7% | $68,490-78.2% |
| Participation rate | 97.6% | 39.5%+58.0pp | 52.6%+45.0pp | 67.9%+29.7pp |
| Annual return | -13.60% | -13.19%-0.4pp | 339.04%-352.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,633 | $696+422.0% | $1,160+213.3% | $2,597+39.9% |
| Participant deferral / active EE | $3,231 | $1,264+155.7% | $2,125+52.1% | $4,028-19.8% |
| Admin fee / account holder | $737 | $2,012-63.4% | $2,132-65.4% | $5,403-86.4% |