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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 | $14,480 | $92,684-84.4% | $82,706-82.5% | $134,509-89.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.80% | 945.84%-962.6pp | 701.76%-718.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $760 | $3,272-76.8% | $3,007-74.7% | $4,741-84.0% |
| Participant deferral / active EE | $2,863 | $4,800-40.3% | $4,394-34.8% | $6,400-55.3% |
| Admin fee / account holder | $403 | $5,982-93.3% | $5,329-92.4% | $11,427-96.5% |