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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 | $190,654 | $176,402+8.1% | $134,162+42.1% | $158,982+19.9% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 23.05% | 63.66%-40.6pp | 36.35%-13.3pp | 302.99%-279.9pp |
| Employer contribution / active EE | $15,576 | $5,042+208.9% | $3,705+320.4% | $4,763+227.0% |
| Participant deferral / active EE | $7,722 | $4,093+88.7% | $3,500+120.6% | $5,983+29.0% |
| Admin fee / account holder | $4,107 | $8,719-52.9% | $6,685-38.6% | $11,252-63.5% |