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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 | $208,232 | $211,946-1.8% | $169,452+22.9% | $135,380+53.8% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -4.19% | 3.26%-7.5pp | 1.83%-6.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $5,792 | $5,117+13.2% | $4,157+39.3% | $4,779+21.2% |
| Participant deferral / active EE | $5,554 | $6,075-8.6% | $5,277+5.2% | $5,609-1.0% |
| Admin fee / account holder | $5,340 | $11,472-53.5% | $9,110-41.4% | $10,828-50.7% |