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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 | $125,547 | $82,678+51.8% | $125,391+0.1% | $68,490+83.3% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -12.23% | -5.97%-6.3pp | 572.41%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $3,088 | $3,382-8.7% | $4,816-35.9% | $2,597+18.9% |
| Participant deferral / active EE | $7,309 | $6,111+19.6% | $7,448-1.9% | $4,028+81.5% |
| Admin fee / account holder | $4,341 | $6,277-30.8% | $10,009-56.6% | $5,403-19.6% |