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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 | $8,058 | $93,117-91.3% | $77,096-89.5% | $134,532-94.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -15.52% | 62.67%-78.2pp | 42.35%-57.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,127 | $3,420-67.0% | $2,814-60.0% | $4,741-76.2% |
| Participant deferral / active EE | $2,916 | $5,241-44.4% | $4,429-34.2% | $6,401-54.4% |
| Admin fee / account holder | $857 | $6,948-87.7% | $5,428-84.2% | $11,429-92.5% |