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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 | $197,549 | $211,946-6.8% | $169,452+16.6% | $135,380+45.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.14% | 3.26%-6.4pp | 1.83%-5.0pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,830 | $5,117-64.2% | $4,157-56.0% | $4,779-61.7% |
| Participant deferral / active EE | $2,328 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $2,739 | $11,472-76.1% | $9,110-69.9% | $10,828-74.7% |