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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 | $224,824 | $27,632+713.6% | $61,452+265.9% | $68,486+228.3% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.8pp | 67.9%+9.5pp |
| Annual return | -1.52% | -13.24%+11.7pp | 338.96%-340.5pp | -7.85%+6.3pp |
| Employer contribution / active EE | $13,155 | $696+1790.6% | $1,160+1034.5% | $2,597+406.6% |
| Participant deferral / active EE | $4,054 | $1,264+220.8% | $2,125+90.8% | $4,028+0.7% |
| Admin fee / account holder | $2,001 | $2,010-0.5% | $2,131-6.1% | $5,404-63.0% |