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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 | $105,303 | $48,274+118.1% | $63,244+66.5% | $59,633+76.6% |
| Participation rate | 92.3% | 66.3%+26.0pp | 71.0%+21.3pp | 68.7%+23.6pp |
| Annual return | -0.58% | -240.79%+240.2pp | -70.31%+69.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $6,865 | $1,586+332.8% | $2,322+195.7% | $2,203+211.7% |
| Participant deferral / active EE | $4,296 | $2,343+83.4% | $2,953+45.5% | $3,192+34.6% |
| Admin fee / account holder | $2,567 | $3,600-28.7% | $5,893-56.4% | $4,297-40.2% |