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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 | $9,730 | $84,628-88.5% | $61,501-84.2% | $134,545-92.8% |
| Participation rate | 86.7% | 62.2%+24.5pp | 52.6%+34.1pp | 81.2%+5.4pp |
| Annual return | -18.84% | 585.61%-604.5pp | 339.04%-357.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $287 | $1,545-81.4% | $1,160-75.2% | $4,742-93.9% |
| Participant deferral / active EE | $1,535 | $2,819-45.5% | $2,125-27.7% | $6,401-76.0% |
| Admin fee / account holder | $579 | $2,587-77.6% | $2,132-72.9% | $11,431-94.9% |