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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 | $13,392 | $27,639-51.5% | $61,501-78.2% | $68,490-80.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.24% | -13.19%+2.0pp | 339.04%-350.3pp | -7.85%-3.4pp |
| Employer contribution / active EE | $3,127 | $696+349.3% | $1,160+169.7% | $2,597+20.4% |
| Participant deferral / active EE | $2,110 | $1,264+67.0% | $2,125-0.7% | $4,028-47.6% |
| Admin fee / account holder | $904 | $2,012-55.1% | $2,132-57.6% | $5,403-83.3% |