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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 | $5,268 | $84,628-93.8% | $61,501-91.4% | $134,545-96.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.51% | 585.61%-603.1pp | 339.04%-356.6pp | 418.37%-435.9pp |
| Employer contribution / active EE | $902 | $1,545-41.6% | $1,160-22.2% | $4,742-81.0% |
| Participant deferral / active EE | $2,744 | $2,819-2.6% | $2,125+29.2% | $6,401-57.1% |
| Admin fee / account holder | $1,470 | $2,587-43.2% | $2,132-31.1% | $11,431-87.1% |