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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 | $20,213 | $27,639-26.9% | $61,501-67.1% | $68,490-70.5% |
| Participation rate | 96.2% | 39.5%+56.6pp | 52.6%+43.6pp | 67.9%+28.3pp |
| Annual return | -12.47% | -13.19%+0.7pp | 339.04%-351.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $735 | $696+5.6% | $1,160-36.6% | $2,597-71.7% |
| Participant deferral / active EE | $2,498 | $1,264+97.7% | $2,125+17.6% | $4,028-38.0% |
| Admin fee / account holder | $371 | $2,012-81.6% | $2,132-82.6% | $5,403-93.1% |