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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 | $33,593 | $48,274-30.4% | $63,244-46.9% | $59,633-43.7% |
| Participation rate | 90.0% | 66.3%+23.7pp | 71.0%+19.0pp | 68.7%+21.3pp |
| Annual return | -2.38% | -240.79%+238.4pp | -70.31%+67.9pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $784 | $1,586-50.6% | $2,322-66.3% | $2,203-64.4% |
| Participant deferral / active EE | $1,541 | $2,343-34.2% | $2,953-47.8% | $3,192-51.7% |
| Admin fee / account holder | $1,941 | $3,600-46.1% | $5,893-67.1% | $4,297-54.8% |