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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 | $134,468 | $99,644+34.9% | $86,438+55.6% | $134,5320% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.69% | 6787.26%-6805.0pp | 4397.19%-4414.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,896 | $4,402-11.5% | $3,769+3.3% | $4,741-17.8% |
| Participant deferral / active EE | $10,249 | $7,247+41.4% | $6,952+47.4% | $6,401+60.1% |
| Admin fee / account holder | $1,254 | $8,375-85.0% | $6,733-81.4% | $11,429-89.0% |