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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 | $190,578 | $127,387+49.6% | $115,038+65.7% | $125,389+52.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.07% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $13,630 | $5,166+163.8% | $4,608+195.8% | $4,866+180.1% |
| Participant deferral / active EE | $11,033 | $6,423+71.8% | $6,026+83.1% | $5,352+106.2% |
| Admin fee / account holder | $7,298 | $9,516-23.3% | $8,175-10.7% | $9,541-23.5% |