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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 | $192,020 | $48,274+297.8% | $63,244+203.6% | $59,633+222.0% |
| Participation rate | 97.1% | 66.3%+30.7pp | 71.0%+26.0pp | 68.7%+28.4pp |
| Annual return | -1.46% | -240.79%+239.3pp | -70.31%+68.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,431 | $1,586+53.2% | $2,322+4.7% | $2,203+10.4% |
| Participant deferral / active EE | $9,912 | $2,343+323.1% | $2,953+235.6% | $3,192+210.5% |
| Admin fee / account holder | $12,378 | $3,600+243.8% | $5,893+110.0% | $4,297+188.1% |