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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 | $228,908 | $171,492+33.5% | $150,734+51.9% | $198,609+15.3% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 12.85% | 804.70%-791.9pp | 600.81%-588.0pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,132 | $5,470-61.0% | $4,918-56.6% | $5,055-57.8% |
| Participant deferral / active EE | $10,877 | $6,259+73.8% | $5,610+93.9% | $6,977+55.9% |
| Admin fee / account holder | $8,298 | $17,628-52.9% | $14,905-44.3% | $19,030-56.4% |