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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 | $134,389 | $174,379-22.9% | $152,093-11.6% | $138,895-3.2% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 15.99% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,922 | $4,652+5.8% | $4,175+17.9% | $4,194+17.4% |
| Participant deferral / active EE | $5,510 | $6,159-10.5% | $5,451+1.1% | $6,396-13.9% |
| Admin fee / account holder | $47,459 | $16,880+181.2% | $14,497+227.4% | $12,562+277.8% |