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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 | $28,646 | $133,981-78.6% | $112,249-74.5% | $134,532-78.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.14% | 47.16%-67.3pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,331 | $4,040-67.1% | $3,636-63.4% | $4,741-71.9% |
| Participant deferral / active EE | $4,932 | $5,292-6.8% | $4,729+4.3% | $6,401-23.0% |
| Admin fee / account holder | $347 | $7,492-95.4% | $6,412-94.6% | $11,429-97.0% |