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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 | $166,242+17.0% | $165,071+17.8% | $145,884+33.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.81% | 100.44%-90.6pp | 70.17%-60.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,510 | $5,283-52.5% | $4,347-42.3% | $4,662-46.2% |
| Participant deferral / active EE | $10,220 | $6,964+46.7% | $6,035+69.3% | $6,690+52.8% |
| Admin fee / account holder | $932 | $16,658-94.4% | $12,695-92.7% | $13,392-93.0% |