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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 | $25,730 | $88,603-71.0% | $69,890-63.2% | $134,545-80.9% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -19.28% | 442.93%-462.2pp | 190.84%-210.1pp | 418.37%-437.6pp |
| Employer contribution / active EE | $6,447 | $3,236+99.3% | $2,560+151.8% | $4,742+36.0% |
| Participant deferral / active EE | $1,482 | $4,771-68.9% | $3,848-61.5% | $6,401-76.8% |
| Admin fee / account holder | $2,797 | $10,443-73.2% | $6,267-55.4% | $11,431-75.5% |