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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 | $39,509 | $48,274-18.2% | $63,244-37.5% | $59,633-33.7% |
| Participation rate | 76.8% | 66.3%+10.5pp | 71.0%+5.8pp | 68.7%+8.2pp |
| Annual return | -0.87% | -240.79%+239.9pp | -70.31%+69.4pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,144 | $1,586-27.9% | $2,322-50.7% | $2,203-48.1% |
| Participant deferral / active EE | $2,800 | $2,343+19.5% | $2,953-5.2% | $3,192-12.3% |
| Admin fee / account holder | $2,687 | $3,600-25.3% | $5,893-54.4% | $4,297-37.5% |