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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 | $14,973 | $67,372-77.8% | $60,906-75.4% | $134,532-88.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -15.57% | 50.05%-65.6pp | 16.94%-32.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $708 | $3,099-77.1% | $2,703-73.8% | $4,741-85.1% |
| Participant deferral / active EE | $2,898 | $4,532-36.1% | $3,814-24.0% | $6,401-54.7% |
| Admin fee / account holder | $8,293 | $4,588+80.7% | $3,227+157.0% | $11,429-27.4% |