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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 | $60,497 | $48,274+25.3% | $63,244-4.3% | $59,633+1.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.26% | -240.79%+239.5pp | -70.31%+69.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $559 | $1,586-64.8% | $2,322-75.9% | $2,203-74.6% |
| Participant deferral / active EE | $2,453 | $2,343+4.7% | $2,953-16.9% | $3,192-23.1% |
| Admin fee / account holder | $13,023 | $3,600+261.8% | $5,893+121.0% | $4,297+203.1% |