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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 | $151,093 | $48,274+213.0% | $63,244+138.9% | $59,633+153.4% |
| Participation rate | 82.4% | 66.3%+16.0pp | 71.0%+11.3pp | 68.7%+13.7pp |
| Annual return | -2.58% | -240.79%+238.2pp | -70.31%+67.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $3,267 | $1,586+105.9% | $2,322+40.7% | $2,203+48.3% |
| Participant deferral / active EE | $2,595 | $2,343+10.8% | $2,953-12.1% | $3,192-18.7% |
| Admin fee / account holder | $1,437 | $3,600-60.1% | $5,893-75.6% | $4,297-66.6% |