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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 | $11,515 | $27,639-58.3% | $61,501-81.3% | $68,490-83.2% |
| Participation rate | 96.9% | 39.5%+57.4pp | 52.6%+44.3pp | 67.9%+29.0pp |
| Annual return | -14.76% | -13.19%-1.6pp | 339.04%-353.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,232 | $696+364.3% | $1,160+178.7% | $2,597+24.5% |
| Participant deferral / active EE | $1,576 | $1,264+24.7% | $2,125-25.8% | $4,028-60.9% |
| Admin fee / account holder | $1,404 | $2,012-30.2% | $2,132-34.1% | $5,403-74.0% |