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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 | $200,389 | $211,946-5.5% | $169,452+18.3% | $135,380+48.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,458 | $5,117-12.9% | $4,157+7.2% | $4,779-6.7% |
| Participant deferral / active EE | $5,718 | $6,075-5.9% | $5,277+8.3% | $5,609+1.9% |
| Admin fee / account holder | $1,767 | $11,472-84.6% | $9,110-80.6% | $10,828-83.7% |