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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 | $206,420 | $111,535+85.1% | $105,223+96.2% | $137,256+50.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 56.87% | 237.85%-181.0pp | 180.65%-123.8pp | 220.34%-163.5pp |
| Employer contribution / active EE | $7,986 | $3,939+102.7% | $3,689+116.5% | $4,156+92.2% |
| Participant deferral / active EE | $5,262 | $5,500-4.3% | $5,072+3.8% | $6,407-17.9% |
| Admin fee / account holder | $6,346 | $9,721-34.7% | $8,859-28.4% | $12,270-48.3% |