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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 | $17,315 | $92,684-81.3% | $82,706-79.1% | $134,509-87.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.64% | 945.84%-962.5pp | 701.76%-718.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $777 | $3,272-76.2% | $3,007-74.2% | $4,741-83.6% |
| Participant deferral / active EE | $6,394 | $4,800+33.2% | $4,394+45.5% | $6,400-0.1% |
| Admin fee / account holder | $1,553 | $5,982-74.0% | $5,329-70.9% | $11,427-86.4% |