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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 | $32,953 | $45,566-27.7% | $64,105-48.6% | $59,633-44.7% |
| Participation rate | 82.8% | 60.2%+22.6pp | 68.2%+14.6pp | 68.7%+14.1pp |
| Annual return | -2.37% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $204 | $934-78.1% | $1,820-88.8% | $2,203-90.7% |
| Participant deferral / active EE | $991 | $2,057-51.8% | $2,822-64.9% | $3,192-69.0% |
| Admin fee / account holder | $9,363 | $3,268+186.6% | $4,499+108.1% | $4,297+117.9% |