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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 | $10,306 | $27,632-62.7% | $61,399-83.2% | $68,495-85.0% |
| Participation rate | 85.3% | 39.5%+45.8pp | 52.6%+32.7pp | 67.9%+17.4pp |
| Annual return | -16.38% | -13.24%-3.1pp | 338.81%-355.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $723 | $696+3.9% | $1,159-37.6% | $2,596-72.2% |
| Participant deferral / active EE | $2,225 | $1,264+76.1% | $2,124+4.7% | $4,028-44.8% |
| Admin fee / account holder | $559 | $2,010-72.2% | $2,131-73.8% | $5,403-89.7% |