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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 | $211,288+5.3% | $178,540+24.6% | $145,884+52.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 9.44% | 30.27%-20.8pp | 27.15%-17.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,856 | $4,574-15.7% | $3,953-2.5% | $4,662-17.3% |
| Participant deferral / active EE | $6,729 | $6,967-3.4% | $6,281+7.1% | $6,690+0.6% |
| Admin fee / account holder | $169,230 | $12,105+1298.0% | $10,424+1523.4% | $13,392+1163.7% |