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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 | $179,364 | $150,412+19.2% | $120,574+48.8% | $145,884+22.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 444.66% | 154.50%+290.2pp | 107.42%+337.2pp | 551.85%-107.2pp |
| Employer contribution / active EE | $6,025 | $4,355+38.4% | $3,471+73.6% | $4,662+29.2% |
| Participant deferral / active EE | $8,867 | $6,175+43.6% | $4,996+77.5% | $6,690+32.5% |
| Admin fee / account holder | $745 | $12,224-93.9% | $9,445-92.1% | $13,392-94.4% |