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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 | $10,077 | $27,639-63.5% | $61,501-83.6% | $68,490-85.3% |
| Participation rate | 98.1% | 39.5%+58.6pp | 52.6%+45.5pp | 67.9%+30.2pp |
| Annual return | -18.36% | -13.19%-5.2pp | 339.04%-357.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,804 | $696+302.9% | $1,160+141.8% | $2,597+8.0% |
| Participant deferral / active EE | $1,502 | $1,264+18.9% | $2,125-29.3% | $4,028-62.7% |
| Admin fee / account holder | $717 | $2,012-64.4% | $2,132-66.4% | $5,403-86.7% |