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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 | $166,089+48.8% | $164,928+49.8% | $145,978+69.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.62% | 100.26%-89.6pp | 70.08%-59.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,897 | $5,276-45.1% | $4,343-33.3% | $4,662-37.8% |
| Participant deferral / active EE | $11,391 | $6,961+63.6% | $6,034+88.8% | $6,690+70.3% |
| Admin fee / account holder | $2,359 | $16,641-85.8% | $12,684-81.4% | $13,400-82.4% |