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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 | $21,774 | $82,630-73.6% | $64,105-66.0% | $125,389-82.6% |
| Participation rate | 93.8% | 75.9%+17.9pp | 68.2%+25.6pp | 83.2%+10.6pp |
| Annual return | -2.98% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $994 | $2,671-62.8% | $1,820-45.4% | $4,866-79.6% |
| Participant deferral / active EE | $1,574 | $3,608-56.4% | $2,822-44.2% | $5,352-70.6% |
| Admin fee / account holder | $463 | $6,382-92.7% | $4,499-89.7% | $9,541-95.2% |