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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 | $64,502 | $27,632+133.4% | $61,452+5.0% | $68,486-5.8% |
| Participation rate | 73.0% | 39.5%+33.5pp | 52.6%+20.4pp | 67.9%+5.1pp |
| Annual return | -15.27% | -13.24%-2.0pp | 338.96%-354.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $573 | $696-17.7% | $1,160-50.6% | $2,597-77.9% |
| Participant deferral / active EE | $3,510 | $1,264+177.8% | $2,125+65.2% | $4,028-12.8% |
| Admin fee / account holder | $431 | $2,010-78.5% | $2,131-79.8% | $5,404-92.0% |