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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 | $180,166 | $48,274+273.2% | $63,244+184.9% | $59,633+202.1% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.0%+25.0pp | 68.7%+27.3pp |
| Annual return | -0.63% | -240.79%+240.2pp | -70.31%+69.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $9,767 | $1,586+515.7% | $2,322+320.6% | $2,203+343.4% |
| Participant deferral / active EE | $6,318 | $2,343+169.7% | $2,953+113.9% | $3,192+97.9% |
| Admin fee / account holder | $2,268 | $3,600-37.0% | $5,893-61.5% | $4,297-47.2% |