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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 | $25,280 | $48,274-47.6% | $63,244-60.0% | $59,633-57.6% |
| Participation rate | 79.5% | 66.3%+13.2pp | 71.0%+8.5pp | 68.7%+10.9pp |
| Annual return | -1.20% | -240.79%+239.6pp | -70.31%+69.1pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,565 | $1,586-1.4% | $2,322-32.6% | $2,203-29.0% |
| Participant deferral / active EE | $2,028 | $2,343-13.4% | $2,953-31.3% | $3,192-36.5% |
| Admin fee / account holder | $722 | $3,600-79.9% | $5,893-87.7% | $4,297-83.2% |