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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 | $247,059 | $166,268+48.6% | $165,100+49.6% | $145,897+69.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.62% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,897 | $5,284-45.2% | $4,348-33.4% | $4,663-37.9% |
| Participant deferral / active EE | $11,391 | $6,964+63.6% | $6,035+88.7% | $6,689+70.3% |
| Admin fee / account holder | $2,359 | $16,659-85.8% | $12,696-81.4% | $13,390-82.4% |