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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 | $219,786 | $99,032+121.9% | $80,022+174.7% | $135,380+62.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -4.44% | 15.39%-19.8pp | 11.22%-15.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,051 | $3,043+0.3% | $2,468+23.6% | $4,779-36.1% |
| Participant deferral / active EE | $8,289 | $4,282+93.6% | $3,686+124.9% | $5,609+47.8% |
| Admin fee / account holder | $6,194 | $10,436-40.6% | $6,521-5.0% | $10,828-42.8% |