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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 | $221,897 | $105,931+109.5% | $81,930+170.8% | $158,931+39.6% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 19.14% | 38.17%-19.0pp | 29.49%-10.4pp | 302.86%-283.7pp |
| Employer contribution / active EE | $5,785 | $7,800-25.8% | $4,310+34.2% | $4,761+21.5% |
| Participant deferral / active EE | $5,814 | $13,003-55.3% | $7,107-18.2% | $5,982-2.8% |
| Admin fee / account holder | $154,085 | $8,489+1715.1% | $5,158+2887.3% | $11,247+1270.0% |