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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 | $219,007 | $97,020+125.7% | $83,327+162.8% | $135,380+61.8% |
| Participation rate | 81.3% | 80.4%+0.8pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -4.95% | 12.31%-17.3pp | 10.64%-15.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $823 | $4,144-80.1% | $3,379-75.6% | $4,779-82.8% |
| Participant deferral / active EE | $10,286 | $5,964+72.5% | $5,565+84.8% | $5,609+83.4% |
| Admin fee / account holder | $780 | $8,426-90.7% | $7,540-89.7% | $10,828-92.8% |