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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 | $163,456 | $69,518+135.1% | $59,887+172.9% | $135,379+20.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -5.50% | 7.95%-13.5pp | 3.46%-9.0pp | 519.79%-525.3pp |
| Employer contribution / active EE | $4,842 | $3,235+49.7% | $2,722+77.9% | $4,779+1.3% |
| Participant deferral / active EE | $7,061 | $4,204+68.0% | $3,402+107.6% | $5,609+25.9% |
| Admin fee / account holder | $465 | $5,734-91.9% | $3,591-87.0% | $10,828-95.7% |