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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 | $210,702 | $160,070+31.6% | $147,117+43.2% | $145,897+44.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.16% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,439 | $5,285-34.9% | $4,932-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $10,690 | $8,419+27.0% | $8,065+32.6% | $6,689+59.8% |
| Admin fee / account holder | $1,359 | $15,035-91.0% | $12,993-89.5% | $13,390-89.8% |