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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 | $108,922+50.2% | $100,398+63.0% | $145,978+12.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.26% | 58.04%-47.8pp | 49.32%-39.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $2,560 | $4,426-42.2% | $3,946-35.1% | $4,662-45.1% |
| Participant deferral / active EE | $11,127 | $8,450+31.7% | $8,084+37.6% | $6,690+66.3% |
| Admin fee / account holder | $1,999 | $9,680-79.4% | $7,893-74.7% | $13,400-85.1% |