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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 | $15,230 | $152,542-90.0% | $117,498-87.0% | $134,509-88.7% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -16.38% | 53.02%-69.4pp | 29.75%-46.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $361 | $5,574-93.5% | $4,178-91.4% | $4,741-92.4% |
| Participant deferral / active EE | $1,988 | $4,819-58.7% | $4,071-51.2% | $6,400-68.9% |
| Admin fee / account holder | $2,563 | $7,006-63.4% | $5,646-54.6% | $11,427-77.6% |