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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 | $171,752 | $211,946-19.0% | $169,452+1.4% | $135,380+26.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -6.55% | 3.26%-9.8pp | 1.83%-8.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,487 | $5,117-31.9% | $4,157-16.1% | $4,779-27.0% |
| Participant deferral / active EE | $12,687 | $6,075+108.8% | $5,277+140.4% | $5,609+126.2% |
| Admin fee / account holder | $4,178 | $11,472-63.6% | $9,110-54.1% | $10,828-61.4% |