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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 | $18,206 | $97,732-81.4% | $83,831-78.3% | $135,380-86.6% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -8.98% | 1287.56%-1296.5pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,526 | $4,222-63.9% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $2,693 | $4,683-42.5% | $4,082-34.0% | $5,609-52.0% |
| Admin fee / account holder | $1,927 | $6,675-71.1% | $5,479-64.8% | $10,828-82.2% |