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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 | $222,531 | $211,224+5.4% | $178,505+24.7% | $145,897+52.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 9.44% | 30.28%-20.8pp | 27.16%-17.7pp | 552.29%-542.9pp |
| Employer contribution / active EE | $3,856 | $4,577-15.7% | $3,955-2.5% | $4,663-17.3% |
| Participant deferral / active EE | $6,729 | $6,966-3.4% | $6,280+7.1% | $6,689+0.6% |
| Admin fee / account holder | $169,230 | $12,109+1297.5% | $10,428+1522.9% | $13,390+1163.8% |