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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 | $12,889 | $104,116-87.6% | $71,089-81.9% | $135,380-90.5% |
| Participation rate | 84.2% | 65.7%+18.6pp | 54.6%+29.6pp | 82.6%+1.6pp |
| Annual return | -7.95% | 1256.51%-1264.5pp | 650.65%-658.6pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,205 | $1,485-18.8% | $1,088+10.8% | $4,779-74.8% |
| Participant deferral / active EE | $2,136 | $2,524-15.4% | $1,873+14.1% | $5,609-61.9% |
| Admin fee / account holder | $1,936 | $4,142-53.3% | $3,082-37.2% | $10,828-82.1% |