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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 | $211,288-28.5% | $178,540-15.4% | $145,884+3.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 10.94% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $7,778 | $4,574+70.1% | $3,953+96.8% | $4,662+66.8% |
| Participant deferral / active EE | $4,615 | $6,967-33.7% | $6,281-26.5% | $6,690-31.0% |
| Admin fee / account holder | $561,269 | $12,105+4536.6% | $10,424+5284.2% | $13,392+4091.1% |