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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 | $24,070 | $95,975-74.9% | $74,549-67.7% | $135,379-82.2% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -5.60% | 56.96%-62.6pp | 32.53%-38.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $671 | $2,716-75.3% | $1,961-65.8% | $4,779-85.9% |
| Participant deferral / active EE | $1,881 | $3,844-51.1% | $3,108-39.5% | $5,609-66.5% |
| Admin fee / account holder | $1,533 | $6,522-76.5% | $5,059-69.7% | $10,828-85.8% |