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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 | $60,494 | $48,274+25.3% | $63,244-4.3% | $59,633+1.4% |
| Participation rate | 79.2% | 66.3%+12.8pp | 71.0%+8.1pp | 68.7%+10.5pp |
| Annual return | -0.10% | -240.79%+240.7pp | -70.31%+70.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,612 | $1,586+1.6% | $2,322-30.6% | $2,203-26.8% |
| Participant deferral / active EE | $3,308 | $2,343+41.2% | $2,953+12.0% | $3,192+3.7% |
| Admin fee / account holder | $7,282 | $3,600+102.3% | $5,893+23.6% | $4,297+69.5% |