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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 | $125,372 | $82,678+51.6% | $125,3910% | $68,490+83.1% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -14.55% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,547 | $3,382-54.3% | $4,816-67.9% | $2,597-40.4% |
| Participant deferral / active EE | $4,664 | $6,111-23.7% | $7,448-37.4% | $4,028+15.8% |
| Admin fee / account holder | $5,221 | $6,277-16.8% | $10,009-47.8% | $5,403-3.4% |