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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 | $162,909 | $196,972-17.3% | $182,262-10.6% | $198,609-18.0% |
| Participation rate | 95.2% | 85.7%+9.5pp | 84.2%+11.0pp | 82.4%+12.9pp |
| Annual return | 13.22% | 158.27%-145.1pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $7,740 | $5,364+44.3% | $5,046+53.4% | $5,055+53.1% |
| Participant deferral / active EE | $5,262 | $8,643-39.1% | $8,276-36.4% | $6,977-24.6% |
| Admin fee / account holder | $70,477 | $18,429+282.4% | $16,712+321.7% | $19,030+270.3% |