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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 | $9,445 | $32,117-70.6% | $71,086-86.7% | $64,181-85.3% |
| Participation rate | 82.8% | 42.7%+40.1pp | 54.7%+28.1pp | 69.6%+13.2pp |
| Annual return | -9.14% | -5.57%-3.6pp | 650.59%-659.7pp | 7.63%-16.8pp |
| Employer contribution / active EE | $965 | $712+35.5% | $1,088-11.2% | $2,381-59.5% |
| Participant deferral / active EE | $2,288 | $1,263+81.2% | $1,874+22.1% | $3,470-34.1% |
| Admin fee / account holder | $357 | $2,759-87.1% | $3,082-88.4% | $4,887-92.7% |