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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 | $161,266 | $48,274+234.1% | $63,244+155.0% | $59,633+170.4% |
| Participation rate | 97.6% | 66.3%+31.2pp | 71.0%+26.5pp | 68.7%+28.9pp |
| Annual return | -0.52% | -240.79%+240.3pp | -70.31%+69.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,673 | $1,586+68.5% | $2,322+15.1% | $2,203+21.3% |
| Participant deferral / active EE | $6,281 | $2,343+168.1% | $2,953+112.7% | $3,192+96.8% |
| Admin fee / account holder | $9,929 | $3,600+175.8% | $5,893+68.5% | $4,297+131.1% |