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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 | $19,910 | $92,743-78.5% | $82,744-75.9% | $134,532-85.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.66% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,550 | $3,273-22.1% | $3,008-15.2% | $4,741-46.2% |
| Participant deferral / active EE | $1,348 | $4,802-71.9% | $4,395-69.3% | $6,401-78.9% |
| Admin fee / account holder | $1,095 | $5,977-81.7% | $5,325-79.4% | $11,429-90.4% |