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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 | $198,984 | $97,020+105.1% | $83,327+138.8% | $135,380+47.0% |
| Participation rate | 76.2% | 80.4%-4.2pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | -3.43% | 12.31%-15.7pp | 10.64%-14.1pp | 519.81%-523.2pp |
| Employer contribution / active EE | $4,476 | $4,144+8.0% | $3,379+32.5% | $4,779-6.3% |
| Participant deferral / active EE | $1,857 | $5,964-68.9% | $5,565-66.6% | $5,609-66.9% |
| Admin fee / account holder | $11,101 | $8,426+31.7% | $7,540+47.2% | $10,828+2.5% |