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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 | $242,694 | $167,353+45.0% | $143,797+68.8% | $134,545+80.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.03% | 0.48%-10.5pp | -0.04%-10.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $6,483 | $5,620+15.3% | $4,952+30.9% | $4,742+36.7% |
| Participant deferral / active EE | $6,959 | $6,447+7.9% | $5,638+23.4% | $6,401+8.7% |
| Admin fee / account holder | $339 | $18,096-98.1% | $14,679-97.7% | $11,431-97.0% |