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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 | $83,947 | $92,743-9.5% | $82,744+1.5% | $134,532-37.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.06% | 946.63%-963.7pp | 702.22%-719.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $467 | $3,273-85.7% | $3,008-84.5% | $4,741-90.2% |
| Participant deferral / active EE | $2,536 | $4,802-47.2% | $4,395-42.3% | $6,401-60.4% |
| Admin fee / account holder | $1,498 | $5,977-74.9% | $5,325-71.9% | $11,429-86.9% |