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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 | $52,591 | $48,274+8.9% | $63,244-16.8% | $59,633-11.8% |
| Participation rate | 92.9% | 66.3%+26.5pp | 71.0%+21.8pp | 68.7%+24.2pp |
| Annual return | 0.29% | -240.79%+241.1pp | -70.31%+70.6pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $5,226 | $1,586+229.5% | $2,322+125.1% | $2,203+137.3% |
| Participant deferral / active EE | $3,921 | $2,343+67.4% | $2,953+32.8% | $3,192+22.9% |
| Admin fee / account holder | $3,327 | $3,600-7.6% | $5,893-43.6% | $4,297-22.6% |