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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 | $6,809 | $27,639-75.4% | $61,501-88.9% | $68,490-90.1% |
| Participation rate | 92.0% | 39.5%+52.5pp | 52.6%+39.4pp | 67.9%+24.1pp |
| Annual return | -14.84% | -13.19%-1.6pp | 339.04%-353.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $619 | $696-11.1% | $1,160-46.7% | $2,597-76.2% |
| Participant deferral / active EE | $2,320 | $1,264+83.6% | $2,125+9.2% | $4,028-42.4% |
| Admin fee / account holder | $404 | $2,012-79.9% | $2,132-81.1% | $5,403-92.5% |