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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 | $219,634 | $86,294+154.5% | $111,303+97.3% | $85,856+155.8% |
| Participation rate | 82.4% | 73.3%+9.0pp | 77.3%+5.0pp | 69.3%+13.0pp |
| Annual return | 15.19% | 19.99%-4.8pp | 54.66%-39.5pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,583 | $2,043-22.5% | $2,731-42.0% | $2,565-38.3% |
| Participant deferral / active EE | $4,939 | $3,641+35.6% | $4,487+10.1% | $3,952+25.0% |
| Admin fee / account holder | $19,127 | $8,189+133.6% | $7,966+140.1% | $6,261+205.5% |