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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 | $55,478 | $48,274+14.9% | $63,244-12.3% | $59,633-7.0% |
| Participation rate | 89.6% | 66.3%+23.3pp | 71.0%+18.5pp | 68.7%+20.9pp |
| Annual return | -0.13% | -240.79%+240.7pp | -70.31%+70.2pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $375 | $1,586-76.4% | $2,322-83.9% | $2,203-83.0% |
| Participant deferral / active EE | $2,360 | $2,343+0.7% | $2,953-20.1% | $3,192-26.1% |
| Admin fee / account holder | $2,790 | $3,600-22.5% | $5,893-52.7% | $4,297-35.1% |