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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 | $185,336 | $211,946-12.6% | $169,452+9.4% | $135,380+36.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -1.33% | 3.26%-4.6pp | 1.83%-3.2pp | 519.81%-521.1pp |
| Employer contribution / active EE | $6,000 | $5,117+17.3% | $4,157+44.3% | $4,779+25.6% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+113.9% |
| Admin fee / account holder | $1,099 | $11,472-90.4% | $9,110-87.9% | $10,828-89.9% |