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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 | $44,763 | $27,639+62.0% | $61,501-27.2% | $68,490-34.6% |
| Participation rate | 88.4% | 39.5%+48.9pp | 52.6%+35.8pp | 67.9%+20.5pp |
| Annual return | -8.17% | -13.19%+5.0pp | 339.04%-347.2pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,395 | $696+100.5% | $1,160+20.3% | $2,597-46.3% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $816 | $2,012-59.4% | $2,132-61.7% | $5,403-84.9% |