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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 | $90,582 | $48,274+87.6% | $63,244+43.2% | $59,633+51.9% |
| Participation rate | 77.8% | 66.3%+11.5pp | 71.0%+6.7pp | 68.7%+9.1pp |
| Annual return | -1.34% | -240.79%+239.4pp | -70.31%+69.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $3,199 | $1,586+101.7% | $2,322+37.8% | $2,203+45.2% |
| Participant deferral / active EE | $1,359 | $2,343-42.0% | $2,953-54.0% | $3,192-57.4% |
| Admin fee / account holder | $7,192 | $3,600+99.8% | $5,893+22.0% | $4,297+67.4% |