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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 | $221,165 | $124,425+77.8% | $112,040+97.4% | $137,256+61.1% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 13.13% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,133 | $3,411-66.8% | $2,954-61.7% | $4,156-72.7% |
| Participant deferral / active EE | $4,616 | $5,718-19.3% | $5,098-9.5% | $6,407-28.0% |
| Admin fee / account holder | $130,057 | $15,207+755.3% | $12,098+975.0% | $12,270+959.9% |