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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 | $188,312 | $167,353+12.5% | $143,797+31.0% | $134,545+40.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.02% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $5,475 | $5,620-2.6% | $4,952+10.5% | $4,742+15.5% |
| Participant deferral / active EE | $4,995 | $6,447-22.5% | $5,638-11.4% | $6,401-22.0% |
| Admin fee / account holder | $2,003 | $18,096-88.9% | $14,679-86.4% | $11,431-82.5% |