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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 | $14,374 | $27,632-48.0% | $61,452-76.6% | $68,486-79.0% |
| Participation rate | 71.0% | 39.5%+31.5pp | 52.6%+18.4pp | 67.9%+3.1pp |
| Annual return | -15.00% | -13.24%-1.8pp | 338.96%-354.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $707 | $696+1.6% | $1,160-39.0% | $2,597-72.8% |
| Participant deferral / active EE | $1,775 | $1,264+40.5% | $2,125-16.4% | $4,028-55.9% |
| Admin fee / account holder | $485 | $2,010-75.9% | $2,131-77.2% | $5,404-91.0% |