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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 | $128,748 | $185,312-30.5% | $161,489-20.3% | $154,746-16.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 14.89% | 103.84%-89.0pp | 89.72%-74.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $7,670 | $4,769+60.8% | $4,268+79.7% | $4,379+75.1% |
| Participant deferral / active EE | $3,420 | $6,350-46.1% | $5,630-39.3% | $6,730-49.2% |
| Admin fee / account holder | $147,946 | $18,654+693.1% | $16,006+824.3% | $14,365+929.9% |