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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 | $26,564 | $27,632-3.9% | $61,399-56.7% | $68,495-61.2% |
| Participation rate | 96.0% | 39.5%+56.5pp | 52.6%+43.4pp | 67.9%+28.1pp |
| Annual return | -14.52% | -13.24%-1.3pp | 338.81%-353.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,031 | $696+48.2% | $1,159-11.1% | $2,596-60.3% |
| Participant deferral / active EE | $3,018 | $1,264+138.8% | $2,124+42.1% | $4,028-25.1% |
| Admin fee / account holder | $904 | $2,010-55.0% | $2,131-57.6% | $5,403-83.3% |