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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 | $29,103 | $48,274-39.7% | $63,244-54.0% | $59,633-51.2% |
| Participation rate | 83.7% | 66.3%+17.4pp | 71.0%+12.6pp | 68.7%+15.0pp |
| Annual return | -0.47% | -240.79%+240.3pp | -70.31%+69.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,719 | $1,586+8.4% | $2,322-26.0% | $2,203-22.0% |
| Participant deferral / active EE | $1,598 | $2,343-31.8% | $2,953-45.9% | $3,192-49.9% |
| Admin fee / account holder | $4,460 | $3,600+23.9% | $5,893-24.3% | $4,297+3.8% |