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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 | $4,518 | $27,639-83.7% | $61,501-92.7% | $68,490-93.4% |
| Participation rate | 85.1% | 39.5%+45.6pp | 52.6%+32.5pp | 67.9%+17.2pp |
| Annual return | -15.22% | -13.19%-2.0pp | 339.04%-354.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $616 | $696-11.5% | $1,160-46.9% | $2,597-76.3% |
| Participant deferral / active EE | $1,502 | $1,264+18.9% | $2,125-29.3% | $4,028-62.7% |
| Admin fee / account holder | $352 | $2,012-82.5% | $2,132-83.5% | $5,403-93.5% |