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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 | $15,670 | $27,632-43.3% | $61,399-74.5% | $68,495-77.1% |
| Participation rate | 86.4% | 39.5%+46.9pp | 52.6%+33.9pp | 67.9%+18.5pp |
| Annual return | -9.51% | -13.24%+3.7pp | 338.81%-348.3pp | -7.84%-1.7pp |
| Employer contribution / active EE | $3,485 | $696+400.9% | $1,159+200.6% | $2,596+34.2% |
| Participant deferral / active EE | $338 | $1,264-73.3% | $2,124-84.1% | $4,028-91.6% |
| Admin fee / account holder | $932 | $2,010-53.6% | $2,131-56.2% | $5,403-82.7% |