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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 | $125,014 | $82,674+51.2% | $125,381-0.3% | $68,486+82.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,360 | $3,382-0.7% | $4,815-30.2% | $2,597+29.4% |
| Participant deferral / active EE | $8,723 | $6,111+42.8% | $7,448+17.1% | $4,028+116.6% |
| Admin fee / account holder | $18,411 | $6,277+193.3% | $10,007+84.0% | $5,404+240.7% |