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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 | $138,760 | $167,533-17.2% | $151,645-8.5% | $134,545+3.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.15% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $5,852 | $6,828-14.3% | $6,165-5.1% | $4,742+23.4% |
| Participant deferral / active EE | $10,209 | $8,985+13.6% | $8,363+22.1% | $6,401+59.5% |
| Admin fee / account holder | $376 | $13,781-97.3% | $11,614-96.8% | $11,431-96.7% |