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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 | $50,299 | $84,551-40.5% | $61,452-18.1% | $134,532-62.6% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -14.93% | 585.39%-600.3pp | 338.96%-353.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,096 | $2,818-25.6% | $2,125-1.4% | $6,401-67.3% |
| Admin fee / account holder | $82,205 | $2,587+3077.0% | $2,131+3757.6% | $11,429+619.3% |