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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 | $227,399-41.0% | $189,758-29.3% | $198,609-32.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 122.88% | 61.03%+61.9pp | 52.62%+70.3pp | 202.70%-79.8pp |
| Employer contribution / active EE | $3,845 | $5,526-30.4% | $4,767-19.3% | $5,055-23.9% |
| Participant deferral / active EE | $5,217 | $6,837-23.7% | $5,856-10.9% | $6,977-25.2% |
| Admin fee / account holder | $140,280 | $25,162+457.5% | $20,388+588.1% | $19,030+637.1% |