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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 | $22,741 | $133,981-83.0% | $112,249-79.7% | $134,532-83.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.41% | 47.16%-60.6pp | 27.48%-40.9pp | 418.27%-431.7pp |
| Employer contribution / active EE | $2,654 | $4,040-34.3% | $3,636-27.0% | $4,741-44.0% |
| Participant deferral / active EE | $1,937 | $5,292-63.4% | $4,729-59.0% | $6,401-69.7% |
| Admin fee / account holder | $1,178 | $7,492-84.3% | $6,412-81.6% | $11,429-89.7% |