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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 | $17,164 | $27,632-37.9% | $61,399-72.0% | $68,495-74.9% |
| Participation rate | 79.3% | 39.5%+39.8pp | 52.6%+26.7pp | 67.9%+11.4pp |
| Annual return | -17.49% | -13.24%-4.3pp | 338.81%-356.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $749 | $696+7.6% | $1,159-35.4% | $2,596-71.2% |
| Participant deferral / active EE | $2,276 | $1,264+80.1% | $2,124+7.1% | $4,028-43.5% |
| Admin fee / account holder | $396 | $2,010-80.3% | $2,131-81.4% | $5,403-92.7% |