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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 | $174,814 | $211,946-17.5% | $169,452+3.2% | $135,380+29.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.71% | 3.26%-9.0pp | 1.83%-7.5pp | 519.81%-525.5pp |
| Employer contribution / active EE | $13,304 | $5,117+160.0% | $4,157+220.1% | $4,779+178.4% |
| Participant deferral / active EE | $7,425 | $6,075+22.2% | $5,277+40.7% | $5,609+32.4% |
| Admin fee / account holder | $933 | $11,472-91.9% | $9,110-89.8% | $10,828-91.4% |