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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 | $162,781 | $92,219+76.5% | $76,766+112.0% | $135,382+20.2% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.04% | 5.46%-10.5pp | 2.43%-7.5pp | 519.77%-524.8pp |
| Employer contribution / active EE | $10,156 | $3,216+215.8% | $2,485+308.7% | $4,779+112.5% |
| Participant deferral / active EE | $5,712 | $4,508+26.7% | $3,851+48.3% | $5,609+1.8% |
| Admin fee / account holder | $9,660 | $10,749-10.1% | $6,675+44.7% | $10,829-10.8% |