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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 | $229,772 | $167,504+37.2% | $151,628+51.5% | $134,509+70.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -6.18% | 7.81%-14.0pp | 3.34%-9.5pp | 418.13%-424.3pp |
| Employer contribution / active EE | $4,344 | $6,828-36.4% | $6,165-29.5% | $4,741-8.4% |
| Participant deferral / active EE | $6,406 | $8,985-28.7% | $8,363-23.4% | $6,400+0.1% |
| Admin fee / account holder | $816 | $13,779-94.1% | $11,613-93.0% | $11,427-92.9% |