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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 | $10,994 | $27,639-60.2% | $61,501-82.1% | $68,490-83.9% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.3pp | 67.9%+26.0pp |
| Annual return | -16.31% | -13.19%-3.1pp | 339.04%-355.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,123 | $696+61.4% | $1,160-3.1% | $2,597-56.7% |
| Participant deferral / active EE | $1,580 | $1,264+25.0% | $2,125-25.6% | $4,028-60.8% |
| Admin fee / account holder | $558 | $2,012-72.3% | $2,132-73.8% | $5,403-89.7% |