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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 | $13,249 | $63,703-79.2% | $93,063-85.8% | $82,448-83.9% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.1%+24.5pp |
| Annual return | 167.95% | -775.43%+943.4pp | 34.15%+133.8pp | 41.64%+126.3pp |
| Employer contribution / active EE | $2,552 | $1,729+47.6% | $2,476+3.1% | $2,5510% |
| Participant deferral / active EE | $5,387 | $2,919+84.5% | $3,958+36.1% | $4,139+30.1% |
| Admin fee / account holder | $380 | $5,982-93.6% | $6,033-93.7% | $7,234-94.7% |