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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 | $192,746 | $111,535+72.8% | $105,223+83.2% | $137,256+40.4% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 80.0%+1.0pp |
| Annual return | 15.21% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,172 | $3,939-44.9% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $6,068 | $5,500+10.3% | $5,072+19.6% | $6,407-5.3% |
| Admin fee / account holder | $28,111 | $9,721+189.2% | $8,859+217.3% | $12,270+129.1% |