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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 | $199,013 | $211,946-6.1% | $169,452+17.4% | $135,380+47.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.18% | 3.26%-8.4pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $18,098 | $5,117+253.7% | $4,157+335.4% | $4,779+278.7% |
| Participant deferral / active EE | $16,125 | $6,075+165.4% | $5,277+205.6% | $5,609+187.5% |
| Admin fee / account holder | $1,045 | $11,472-90.9% | $9,110-88.5% | $10,828-90.4% |