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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 | $245,544 | $167,362+46.7% | $143,799+70.8% | $134,532+82.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -17.13% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,756 | $5,620-15.4% | $4,952-4.0% | $4,741+0.3% |
| Participant deferral / active EE | $5,894 | $6,447-8.6% | $5,638+4.5% | $6,401-7.9% |
| Admin fee / account holder | $449 | $18,094-97.5% | $14,677-96.9% | $11,429-96.1% |