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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 | $7,011 | $93,117-92.5% | $77,096-90.9% | $134,532-94.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -13.92% | 62.67%-76.6pp | 42.35%-56.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,249 | $3,420-63.5% | $2,814-55.6% | $4,741-73.7% |
| Participant deferral / active EE | $2,377 | $5,241-54.7% | $4,429-46.3% | $6,401-62.9% |
| Admin fee / account holder | $4,718 | $6,948-32.1% | $5,428-13.1% | $11,429-58.7% |