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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 | $9,658 | $27,639-65.1% | $61,501-84.3% | $68,490-85.9% |
| Participation rate | 74.1% | 39.5%+34.6pp | 52.6%+21.5pp | 67.9%+6.2pp |
| Annual return | -16.73% | -13.19%-3.5pp | 339.04%-355.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $827 | $696+18.8% | $1,160-28.7% | $2,597-68.2% |
| Participant deferral / active EE | $2,114 | $1,264+67.3% | $2,125-0.5% | $4,028-47.5% |
| Admin fee / account holder | $640 | $2,012-68.2% | $2,132-70.0% | $5,403-88.1% |