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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 | $42,761 | $48,274-11.4% | $63,244-32.4% | $59,633-28.3% |
| Participation rate | 98.2% | 66.3%+31.9pp | 71.0%+27.2pp | 68.7%+29.5pp |
| Annual return | -1.87% | -240.79%+238.9pp | -70.31%+68.4pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $5,255 | $1,586+231.3% | $2,322+126.3% | $2,203+138.6% |
| Participant deferral / active EE | $3,269 | $2,343+39.5% | $2,953+10.7% | $3,192+2.4% |
| Admin fee / account holder | $6,904 | $3,600+91.8% | $5,893+17.2% | $4,297+60.7% |