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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 | $157,054 | $211,946-25.9% | $169,452-7.3% | $135,380+16.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -5.96% | 3.26%-9.2pp | 1.83%-7.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $766 | $5,117-85.0% | $4,157-81.6% | $4,779-84.0% |
| Participant deferral / active EE | $2,993 | $6,075-50.7% | $5,277-43.3% | $5,609-46.6% |
| Admin fee / account holder | $8,937 | $11,472-22.1% | $9,110-1.9% | $10,828-17.5% |