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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 | $154,228+58.6% | $145,433+68.2% | $137,256+78.2% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 27.67% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,892 | $4,804+1.8% | $4,554+7.4% | $4,156+17.7% |
| Participant deferral / active EE | $8,909 | $8,216+8.4% | $7,897+12.8% | $6,407+39.0% |
| Admin fee / account holder | $1,639 | $14,344-88.6% | $13,129-87.5% | $12,270-86.6% |