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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 | $26,957 | $97,732-72.4% | $83,831-67.8% | $135,380-80.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -5.14% | 1287.56%-1292.7pp | 850.99%-856.1pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,566 | $4,222-62.9% | $3,631-56.9% | $4,779-67.2% |
| Participant deferral / active EE | $2,935 | $4,683-37.3% | $4,082-28.1% | $5,609-47.7% |
| Admin fee / account holder | $3,868 | $6,675-42.1% | $5,479-29.4% | $10,828-64.3% |