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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 | $175,984 | $211,224-16.7% | $178,505-1.4% | $145,897+20.6% |
| Participation rate | 81.0% | 80.8%+0.1pp | 77.1%+3.8pp | 80.3%+0.6pp |
| Annual return | 12.78% | 30.28%-17.5pp | 27.16%-14.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $8,925 | $4,577+95.0% | $3,955+125.7% | $4,663+91.4% |
| Participant deferral / active EE | $5,395 | $6,966-22.6% | $6,280-14.1% | $6,689-19.4% |
| Admin fee / account holder | $131,257 | $12,109+984.0% | $10,428+1158.7% | $13,390+880.2% |