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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 | $196,972+24.2% | $182,262+34.2% | $198,609+23.2% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 27.67% | 158.27%-130.6pp | 140.60%-112.9pp | 202.70%-175.0pp |
| Employer contribution / active EE | $4,892 | $5,364-8.8% | $5,046-3.1% | $5,055-3.2% |
| Participant deferral / active EE | $8,909 | $8,643+3.1% | $8,276+7.6% | $6,977+27.7% |
| Admin fee / account holder | $1,639 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |