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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 | $248,201 | $27,632+798.2% | $61,452+303.9% | $68,486+262.4% |
| Participation rate | 93.8% | 39.5%+54.2pp | 52.6%+41.2pp | 67.9%+25.9pp |
| Annual return | -18.37% | -13.24%-5.1pp | 338.96%-357.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,296 | $696+86.3% | $1,160+11.8% | $2,597-50.1% |
| Participant deferral / active EE | $2,695 | $1,264+113.3% | $2,125+26.9% | $4,028-33.1% |
| Admin fee / account holder | $183,704 | $2,010+9038.6% | $2,131+8520.7% | $5,404+3299.5% |