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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 | $11,934 | $27,632-56.8% | $61,452-80.6% | $68,486-82.6% |
| Participation rate | 75.0% | 39.5%+35.5pp | 52.6%+22.4pp | 67.9%+7.1pp |
| Annual return | -13.77% | -13.24%-0.5pp | 338.96%-352.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $575 | $696-17.3% | $1,160-50.4% | $2,597-77.9% |
| Participant deferral / active EE | $1,325 | $1,264+4.8% | $2,125-37.7% | $4,028-67.1% |
| Admin fee / account holder | $1,731 | $2,010-13.9% | $2,131-18.8% | $5,404-68.0% |