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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 | $7,819 | $27,632-71.7% | $61,399-87.3% | $68,495-88.6% |
| Participation rate | 88.6% | 39.5%+49.1pp | 52.6%+36.0pp | 67.9%+20.7pp |
| Annual return | -16.36% | -13.24%-3.1pp | 338.81%-355.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,325 | $696+234.2% | $1,159+100.6% | $2,596-10.4% |
| Participant deferral / active EE | $3,329 | $1,264+163.4% | $2,124+56.7% | $4,028-17.4% |
| Admin fee / account holder | $1,601 | $2,010-20.4% | $2,131-24.9% | $5,403-70.4% |