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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 | $13,547 | $27,632-51.0% | $61,399-77.9% | $68,495-80.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.28% | -13.24%-2.0pp | 338.81%-354.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $883 | $696+26.9% | $1,159-23.9% | $2,596-66.0% |
| Participant deferral / active EE | $2,466 | $1,264+95.2% | $2,124+16.1% | $4,028-38.8% |
| Admin fee / account holder | $903 | $2,010-55.1% | $2,131-57.6% | $5,403-83.3% |