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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 | $214,248 | $211,946+1.1% | $169,452+26.4% | $135,380+58.3% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -3.26% | 3.26%-6.5pp | 1.83%-5.1pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,529 | $5,117-70.1% | $4,157-63.2% | $4,779-68.0% |
| Participant deferral / active EE | $10,190 | $6,075+67.7% | $5,277+93.1% | $5,609+81.7% |
| Admin fee / account holder | $57,657 | $11,472+402.6% | $9,110+532.9% | $10,828+432.5% |