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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 | $244,852 | $183,516+33.4% | $155,534+57.4% | $145,884+67.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.24% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,964 | $5,315-6.6% | $4,675+6.2% | $4,662+6.5% |
| Participant deferral / active EE | $9,821 | $6,467+51.9% | $5,630+74.4% | $6,690+46.8% |
| Admin fee / account holder | $4,099 | $19,293-78.8% | $15,900-74.2% | $13,392-69.4% |