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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 | $25,989 | $95,975-72.9% | $74,549-65.1% | $135,379-80.8% |
| Participation rate | 88.2% | 75.7%+12.6pp | 69.1%+19.1pp | 82.6%+5.6pp |
| Annual return | -7.55% | 56.96%-64.5pp | 32.53%-40.1pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,782 | $2,716-34.4% | $1,961-9.1% | $4,779-62.7% |
| Participant deferral / active EE | $4,195 | $3,844+9.1% | $3,108+35.0% | $5,609-25.2% |
| Admin fee / account holder | $313 | $6,522-95.2% | $5,059-93.8% | $10,828-97.1% |