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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 | $92,280 | $48,274+91.2% | $63,244+45.9% | $59,633+54.7% |
| Participation rate | 97.2% | 66.3%+30.9pp | 71.0%+26.2pp | 68.7%+28.6pp |
| Annual return | -0.85% | -240.79%+239.9pp | -70.31%+69.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $7,623 | $1,586+380.6% | $2,322+228.3% | $2,203+246.1% |
| Participant deferral / active EE | $2,336 | $2,343-0.3% | $2,953-20.9% | $3,192-26.8% |
| Admin fee / account holder | $1,988 | $3,600-44.8% | $5,893-66.3% | $4,297-53.7% |