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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 | $31,664 | $27,632+14.6% | $61,452-48.5% | $68,486-53.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -10.87% | -13.24%+2.4pp | 338.96%-349.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $3,492 | $696+401.9% | $1,160+201.2% | $2,597+34.5% |
| Participant deferral / active EE | $2,174 | $1,264+72.1% | $2,125+2.3% | $4,028-46.0% |
| Admin fee / account holder | $2,905 | $2,010+44.5% | $2,131+36.3% | $5,404-46.2% |