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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 | $244,622 | $162,136+50.9% | $152,301+60.6% | $154,746+58.1% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 27.67% | 91.02%-63.4pp | 80.50%-52.8pp | 172.34%-144.7pp |
| Employer contribution / active EE | $4,892 | $4,8900% | $4,624+5.8% | $4,379+11.7% |
| Participant deferral / active EE | $8,909 | $8,341+6.8% | $8,004+11.3% | $6,730+32.4% |
| Admin fee / account holder | $1,639 | $15,759-89.6% | $14,398-88.6% | $14,365-88.6% |