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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 | $156,398+56.4% | $147,318+66.0% | $138,895+76.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 27.67% | 78.75%-51.1pp | 70.43%-42.8pp | 145.39%-117.7pp |
| Employer contribution / active EE | $4,892 | $4,853+0.8% | $4,593+6.5% | $4,194+16.6% |
| Participant deferral / active EE | $8,909 | $8,237+8.1% | $7,906+12.7% | $6,396+39.3% |
| Admin fee / account holder | $1,639 | $14,976-89.1% | $13,708-88.0% | $12,562-86.9% |