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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 | $194,534 | $166,020+17.2% | $164,866+18.0% | $145,959+33.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.81% | 100.08%-90.3pp | 69.97%-60.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,510 | $5,275-52.4% | $4,343-42.2% | $4,661-46.2% |
| Participant deferral / active EE | $10,220 | $6,961+46.8% | $6,033+69.4% | $6,689+52.8% |
| Admin fee / account holder | $932 | $16,644-94.4% | $12,689-92.7% | $13,398-93.0% |