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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 | $196,536 | $97,125+102.4% | $86,233+127.9% | $137,256+43.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 20.07% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,906 | $2,841-32.9% | $2,504-23.9% | $4,156-54.1% |
| Participant deferral / active EE | $2,051 | $5,180-60.4% | $4,559-55.0% | $6,407-68.0% |
| Admin fee / account holder | $5,876 | $9,725-39.6% | $8,342-29.6% | $12,270-52.1% |