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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 | $163,599 | $108,942+50.2% | $100,415+62.9% | $145,897+12.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.26% | 58.27%-48.0pp | 49.47%-39.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,560 | $4,422-42.1% | $3,943-35.1% | $4,663-45.1% |
| Participant deferral / active EE | $11,127 | $8,461+31.5% | $8,091+37.5% | $6,689+66.3% |
| Admin fee / account holder | $1,999 | $9,702-79.4% | $7,906-74.7% | $13,390-85.1% |