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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 | $121,065 | $104,953+15.4% | $84,637+43.0% | $152,909-20.8% |
| Participation rate | 81.3% | 74.8%+6.4pp | 68.2%+13.0pp | 82.5%-1.2pp |
| Annual return | 30.74% | 373.94%-343.2pp | 258.82%-228.1pp | 345.46%-314.7pp |
| Employer contribution / active EE | $3,833 | $3,304+16.0% | $2,653+44.5% | $4,764-19.5% |
| Participant deferral / active EE | $14,408 | $4,691+207.2% | $3,900+269.4% | $5,851+146.2% |
| Admin fee / account holder | $9,188 | $6,244+47.1% | $4,914+87.0% | $11,601-20.8% |