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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 | $28,620 | $129,959-78.0% | $104,301-72.6% | $134,532-78.7% |
| Participation rate | 78.9% | 79.5%-0.6pp | 73.3%+5.7pp | 81.2%-2.3pp |
| Annual return | -14.24% | 42.04%-56.3pp | 24.61%-38.9pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,861 | $4,185-55.5% | $3,373-44.8% | $4,741-60.7% |
| Participant deferral / active EE | $4,518 | $5,589-19.2% | $4,626-2.3% | $6,401-29.4% |
| Admin fee / account holder | $527 | $9,325-94.4% | $7,340-92.8% | $11,429-95.4% |