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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 | $199,516 | $97,125+105.4% | $86,233+131.4% | $137,256+45.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 21.63% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $9,008 | $2,841+217.0% | $2,504+259.7% | $4,156+116.7% |
| Participant deferral / active EE | $14,029 | $5,180+170.8% | $4,559+207.7% | $6,407+119.0% |
| Admin fee / account holder | $15,001 | $9,725+54.3% | $8,342+79.8% | $12,270+22.3% |