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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 | $3,405 | $27,632-87.7% | $61,452-94.5% | $68,486-95.0% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.11% | -13.24%-3.9pp | 338.96%-356.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,082 | $696+55.5% | $1,160-6.7% | $2,597-58.3% |
| Participant deferral / active EE | $1,568 | $1,264+24.1% | $2,125-26.2% | $4,028-61.1% |
| Admin fee / account holder | $588 | $2,010-70.7% | $2,131-72.4% | $5,404-89.1% |