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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 | $193,120 | $152,619+26.5% | $125,195+54.3% | $152,909+26.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 24.00% | 54.85%-30.9pp | 43.79%-19.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,260 | $4,947-34.1% | $3,866-15.7% | $4,764-31.6% |
| Participant deferral / active EE | $7,322 | $5,869+24.8% | $4,937+48.3% | $5,851+25.1% |
| Admin fee / account holder | $23,013 | $13,437+71.3% | $9,704+137.1% | $11,601+98.4% |