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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 | $131,358 | $54,370+141.6% | $82,763+58.7% | $68,490+91.8% |
| Participation rate | 77.9% | 63.9%+14.0pp | 72.6%+5.3pp | 67.9%+10.0pp |
| Annual return | -7.73% | -13.67%+5.9pp | 702.45%-710.2pp | -7.85%+0.1pp |
| Employer contribution / active EE | $1,211 | $2,219-45.4% | $3,008-59.7% | $2,597-53.4% |
| Participant deferral / active EE | $4,791 | $3,247+47.6% | $4,395+9.0% | $4,028+19.0% |
| Admin fee / account holder | $2,650 | $4,398-39.7% | $5,325-50.2% | $5,403-50.9% |