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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 | $74,852 | $196,972-62.0% | $182,262-58.9% | $198,609-62.3% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 6.55% | 158.27%-151.7pp | 140.60%-134.0pp | 202.70%-196.1pp |
| Employer contribution / active EE | $4,467 | $5,364-16.7% | $5,046-11.5% | $5,055-11.6% |
| Participant deferral / active EE | $8,166 | $8,643-5.5% | $8,276-1.3% | $6,977+17.0% |
| Admin fee / account holder | $93,157 | $18,429+405.5% | $16,712+457.4% | $19,030+389.5% |