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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 | $210,965 | $225,673-6.5% | $203,872+3.5% | $155,188+35.9% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 10.76% | 95.91%-85.2pp | 85.11%-74.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $4,839 | $4,099+18.1% | $3,757+28.8% | $4,248+13.9% |
| Participant deferral / active EE | $7,005 | $6,893+1.6% | $6,388+9.7% | $6,531+7.2% |
| Admin fee / account holder | $1,684 | $12,327-86.3% | $11,730-85.6% | $14,480-88.4% |