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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 | $9,368 | $45,872-79.6% | $77,096-87.8% | $68,486-86.3% |
| Participation rate | 96.8% | 55.9%+40.9pp | 67.9%+28.9pp | 67.9%+28.9pp |
| Annual return | -12.59% | 1.73%-14.3pp | 42.35%-54.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,896 | $1,650+14.9% | $2,814-32.6% | $2,597-27.0% |
| Participant deferral / active EE | $2,084 | $2,963-29.6% | $4,429-52.9% | $4,028-48.2% |
| Admin fee / account holder | $403 | $3,041-86.8% | $5,428-92.6% | $5,404-92.5% |