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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 | $16,446 | $27,632-40.5% | $61,399-73.2% | $68,495-76.0% |
| Participation rate | 97.6% | 39.5%+58.1pp | 52.6%+45.1pp | 67.9%+29.7pp |
| Annual return | -15.87% | -13.24%-2.6pp | 338.81%-354.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,227 | $696+363.7% | $1,159+178.3% | $2,596+24.3% |
| Participant deferral / active EE | $1,915 | $1,264+51.5% | $2,124-9.9% | $4,028-52.5% |
| Admin fee / account holder | $304 | $2,010-84.9% | $2,131-85.7% | $5,403-94.4% |