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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 | $174,379-23.1% | $152,093-11.8% | $138,895-3.5% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 122.88% | 74.86%+48.0pp | 66.36%+56.5pp | 145.39%-22.5pp |
| Employer contribution / active EE | $3,845 | $4,652-17.3% | $4,175-7.9% | $4,194-8.3% |
| Participant deferral / active EE | $5,217 | $6,159-15.3% | $5,451-4.3% | $6,396-18.4% |
| Admin fee / account holder | $140,280 | $16,880+731.0% | $14,497+867.7% | $12,562+1016.7% |