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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 | $19,208 | $54,357-64.7% | $82,706-76.8% | $68,495-72.0% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -8.11% | -13.67%+5.6pp | 701.76%-709.9pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,584 | $2,218-28.6% | $3,007-47.3% | $2,596-39.0% |
| Participant deferral / active EE | $1,853 | $3,246-42.9% | $4,394-57.8% | $4,028-54.0% |
| Admin fee / account holder | $3,455 | $4,396-21.4% | $5,329-35.2% | $5,403-36.1% |