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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 | $31,151 | $92,743-66.4% | $82,744-62.4% | $134,532-76.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.64% | 946.63%-966.3pp | 702.22%-721.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,936 | $3,273-40.8% | $3,008-35.6% | $4,741-59.2% |
| Participant deferral / active EE | $5,980 | $4,802+24.5% | $4,395+36.1% | $6,401-6.6% |
| Admin fee / account holder | $1,370 | $5,977-77.1% | $5,325-74.3% | $11,429-88.0% |