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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 | $100,337 | $183,592-45.3% | $155,567-35.5% | $145,959-31.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.53% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $4,508 | $5,315-15.2% | $4,674-3.5% | $4,661-3.3% |
| Participant deferral / active EE | $8,294 | $6,464+28.3% | $5,628+47.4% | $6,689+24.0% |
| Admin fee / account holder | $27,618 | $19,318+43.0% | $15,916+73.5% | $13,398+106.1% |