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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 | $85,466 | $175,257-51.2% | $149,717-42.9% | $139,456-38.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.51% | 166.70%-146.2pp | 134.41%-113.9pp | 373.45%-352.9pp |
| Employer contribution / active EE | $2,589 | $5,477-52.7% | $4,820-46.3% | $4,753-45.5% |
| Participant deferral / active EE | $10,234 | $6,521+56.9% | $5,682+80.1% | $6,711+52.5% |
| Admin fee / account holder | $2,475 | $16,156-84.7% | $13,213-81.3% | $11,407-78.3% |