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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 | $20,880 | $97,761-78.6% | $83,850-75.1% | $135,382-84.6% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -8.97% | 1287.44%-1296.4pp | 850.92%-859.9pp | 519.77%-528.7pp |
| Employer contribution / active EE | $1,421 | $4,222-66.3% | $3,631-60.9% | $4,779-70.3% |
| Participant deferral / active EE | $3,369 | $4,682-28.0% | $4,082-17.5% | $5,609-39.9% |
| Admin fee / account holder | $322 | $6,674-95.2% | $5,478-94.1% | $10,829-97.0% |