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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 | $20,640 | $48,274-57.2% | $63,244-67.4% | $59,633-65.4% |
| Participation rate | 98.0% | 66.3%+31.6pp | 71.0%+26.9pp | 68.7%+29.3pp |
| Annual return | -2.04% | -240.79%+238.7pp | -70.31%+68.3pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,151 | $1,586-27.4% | $2,322-50.4% | $2,203-47.7% |
| Participant deferral / active EE | $1,827 | $2,343-22.0% | $2,953-38.1% | $3,192-42.8% |
| Admin fee / account holder | $5,157 | $3,600+43.2% | $5,893-12.5% | $4,297+20.0% |