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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 | $183,539-45.3% | $155,556-35.5% | $145,897-31.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.53% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $4,508 | $5,315-15.2% | $4,675-3.6% | $4,663-3.3% |
| Participant deferral / active EE | $8,294 | $6,467+28.3% | $5,631+47.3% | $6,689+24.0% |
| Admin fee / account holder | $27,618 | $19,275+43.3% | $15,885+73.9% | $13,390+106.3% |