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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 | $6,848 | $27,632-75.2% | $61,452-88.9% | $68,486-90.0% |
| Participation rate | 88.7% | 39.5%+49.2pp | 52.6%+36.1pp | 67.9%+20.8pp |
| Annual return | -17.89% | -13.24%-4.7pp | 338.96%-356.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $609 | $696-12.5% | $1,160-47.5% | $2,597-76.6% |
| Participant deferral / active EE | $1,629 | $1,264+28.9% | $2,125-23.3% | $4,028-59.6% |
| Admin fee / account holder | $849 | $2,010-57.7% | $2,131-60.1% | $5,404-84.3% |