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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 | $123,492 | $109,372+12.9% | $89,414+38.1% | $158,966-22.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 46.14% | 345.55%-299.4pp | 245.50%-199.4pp | 302.95%-256.8pp |
| Employer contribution / active EE | $9,120 | $3,171+187.6% | $2,586+252.6% | $4,762+91.5% |
| Participant deferral / active EE | $3,340 | $4,598-27.4% | $3,890-14.1% | $5,983-44.2% |
| Admin fee / account holder | $8,337 | $6,156+35.4% | $4,883+70.7% | $11,250-25.9% |