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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 | $244,616 | $211,946+15.4% | $169,452+44.4% | $135,379+80.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -2.72% | 3.26%-6.0pp | 1.83%-4.5pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,774 | $5,117-65.3% | $4,157-57.3% | $4,779-62.9% |
| Participant deferral / active EE | $4,038 | $6,075-33.5% | $5,277-23.5% | $5,609-28.0% |
| Admin fee / account holder | $1,748 | $11,472-84.8% | $9,110-80.8% | $10,828-83.9% |