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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 | $17,749 | $27,632-35.8% | $61,452-71.1% | $68,486-74.1% |
| Participation rate | 97.2% | 39.5%+57.7pp | 52.6%+44.7pp | 67.9%+29.3pp |
| Annual return | -18.28% | -13.24%-5.0pp | 338.96%-357.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $807 | $696+16.0% | $1,160-30.4% | $2,597-68.9% |
| Participant deferral / active EE | $1,716 | $1,264+35.8% | $2,125-19.3% | $4,028-57.4% |
| Admin fee / account holder | $401 | $2,010-80.1% | $2,131-81.2% | $5,404-92.6% |