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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 | $17,981 | $48,274-62.8% | $63,244-71.6% | $59,633-69.8% |
| Participation rate | 91.8% | 66.3%+25.5pp | 71.0%+20.8pp | 68.7%+23.2pp |
| Annual return | -2.44% | -240.79%+238.3pp | -70.31%+67.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,097 | $1,586+32.2% | $2,322-9.7% | $2,203-4.8% |
| Participant deferral / active EE | $2,619 | $2,343+11.8% | $2,953-11.3% | $3,192-17.9% |
| Admin fee / account holder | $597 | $3,600-83.4% | $5,893-89.9% | $4,297-86.1% |