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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 | $17,573 | $84,464-79.2% | $61,399-71.4% | $134,509-86.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -19.40% | 585.06%-604.5pp | 338.81%-358.2pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,442 | $1,545-6.6% | $1,159+24.4% | $4,741-69.6% |
| Participant deferral / active EE | $3,227 | $2,818+14.5% | $2,124+51.9% | $6,400-49.6% |
| Admin fee / account holder | $340 | $2,587-86.8% | $2,131-84.0% | $11,427-97.0% |