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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 | $134,071 | $185,312-27.7% | $161,489-17.0% | $154,746-13.4% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 122.88% | 103.84%+19.0pp | 89.72%+33.2pp | 172.34%-49.5pp |
| Employer contribution / active EE | $3,845 | $4,769-19.4% | $4,268-9.9% | $4,379-12.2% |
| Participant deferral / active EE | $5,217 | $6,350-17.8% | $5,630-7.3% | $6,730-22.5% |
| Admin fee / account holder | $140,280 | $18,654+652.0% | $16,006+776.4% | $14,365+876.5% |