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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 | $172,111-25.2% | $150,298-14.3% | $137,256-6.2% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,670 | $4,636+65.4% | $4,154+84.6% | $4,156+84.5% |
| Participant deferral / active EE | $3,420 | $6,166-44.5% | $5,453-37.3% | $6,407-46.6% |
| Admin fee / account holder | $147,946 | $16,471+798.2% | $14,116+948.1% | $12,270+1105.7% |