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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 | $172,439 | $211,946-18.6% | $169,452+1.8% | $135,382+27.4% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -5.26% | 3.26%-8.5pp | 1.83%-7.1pp | 519.77%-525.0pp |
| Employer contribution / active EE | $7,602 | $5,117+48.6% | $4,157+82.9% | $4,779+59.1% |
| Participant deferral / active EE | $7,539 | $6,075+24.1% | $5,277+42.9% | $5,609+34.4% |
| Admin fee / account holder | $2,977 | $11,472-74.1% | $9,110-67.3% | $10,829-72.5% |