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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 | $151,037 | $211,224-28.5% | $178,505-15.4% | $145,897+3.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 10.94% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.4pp |
| Employer contribution / active EE | $7,778 | $4,577+70.0% | $3,955+96.7% | $4,663+66.8% |
| Participant deferral / active EE | $4,615 | $6,966-33.7% | $6,280-26.5% | $6,689-31.0% |
| Admin fee / account holder | $561,269 | $12,109+4535.1% | $10,428+5282.4% | $13,390+4091.6% |