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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 | $15,339 | $27,639-44.5% | $61,501-75.1% | $68,490-77.6% |
| Participation rate | 89.0% | 39.5%+49.5pp | 52.6%+36.5pp | 67.9%+21.1pp |
| Annual return | -13.67% | -13.19%-0.5pp | 339.04%-352.7pp | -7.85%-5.8pp |
| Employer contribution / active EE | $143 | $696-79.4% | $1,160-87.6% | $2,597-94.5% |
| Participant deferral / active EE | $1,943 | $1,264+53.7% | $2,125-8.6% | $4,028-51.8% |
| Admin fee / account holder | $2,169 | $2,012+7.8% | $2,132+1.7% | $5,403-59.9% |