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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 | $137,100 | $108,942+25.8% | $100,415+36.5% | $145,897-6.0% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.0pp |
| Annual return | 22.07% | 58.27%-36.2pp | 49.47%-27.4pp | 552.29%-530.2pp |
| Employer contribution / active EE | $3,916 | $4,422-11.4% | $3,943-0.7% | $4,663-16.0% |
| Participant deferral / active EE | $12,339 | $8,461+45.8% | $8,091+52.5% | $6,689+84.5% |
| Admin fee / account holder | $2,337 | $9,702-75.9% | $7,906-70.4% | $13,390-82.6% |