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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 | $160,669 | $96,965+65.7% | $97,995+64.0% | $147,585+8.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 28.50% | 24.11%+4.4pp | 23.94%+4.6pp | 578.58%-550.1pp |
| Employer contribution / active EE | $5,338 | $4,536+17.7% | $4,158+28.4% | $4,876+9.5% |
| Participant deferral / active EE | $14,985 | $5,081+194.9% | $5,097+194.0% | $5,439+175.5% |
| Admin fee / account holder | $584,255 | $8,120+7095.3% | $5,943+9730.2% | $10,886+5267.3% |