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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 | $47,247 | $48,274-2.1% | $63,244-25.3% | $59,633-20.8% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.0%+27.0pp | 68.7%+29.4pp |
| Annual return | -0.67% | -240.79%+240.1pp | -70.31%+69.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,941 | $1,586+85.4% | $2,322+26.7% | $2,203+33.5% |
| Participant deferral / active EE | $1,881 | $2,343-19.7% | $2,953-36.3% | $3,192-41.1% |
| Admin fee / account holder | $1,489 | $3,600-58.6% | $5,893-74.7% | $4,297-65.3% |