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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 | $125,574 | $111,535+12.6% | $105,223+19.3% | $137,256-8.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,987 | $3,939-24.2% | $3,689-19.0% | $4,156-28.1% |
| Participant deferral / active EE | $7,002 | $5,500+27.3% | $5,072+38.1% | $6,407+9.3% |
| Admin fee / account holder | $29,865 | $9,721+207.2% | $8,859+237.1% | $12,270+143.4% |