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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 | $6,117 | $27,632-77.9% | $61,452-90.0% | $68,486-91.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.84% | -13.24%-2.6pp | 338.96%-354.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $897 | $696+28.9% | $1,160-22.6% | $2,597-65.5% |
| Participant deferral / active EE | $1,847 | $1,264+46.1% | $2,125-13.1% | $4,028-54.1% |
| Admin fee / account holder | $398 | $2,010-80.2% | $2,131-81.3% | $5,404-92.6% |