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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 | $86,111 | $166,242-48.2% | $165,071-47.8% | $145,884-41.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 22.95% | 100.44%-77.5pp | 70.17%-47.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $5,808 | $5,283+9.9% | $4,347+33.6% | $4,662+24.6% |
| Participant deferral / active EE | $17,303 | $6,964+148.5% | $6,035+186.7% | $6,690+158.7% |
| Admin fee / account holder | $8,150 | $16,658-51.1% | $12,695-35.8% | $13,392-39.1% |