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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 | $32,780 | $97,732-66.5% | $83,831-60.9% | $135,380-75.8% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -6.88% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,015 | $4,222-52.3% | $3,631-44.5% | $4,779-57.8% |
| Participant deferral / active EE | $5,422 | $4,683+15.8% | $4,082+32.8% | $5,609-3.3% |
| Admin fee / account holder | $597 | $6,675-91.1% | $5,479-89.1% | $10,828-94.5% |