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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 | $168,539 | $202,342-16.7% | $172,752-2.4% | $152,897+10.2% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 22.65% | 1029.83%-1007.2pp | 802.97%-780.3pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,390 | $5,858-59.2% | $5,144-53.5% | $4,764-49.8% |
| Participant deferral / active EE | $6,400 | $5,948+7.6% | $5,198+23.1% | $5,851+9.4% |
| Admin fee / account holder | $51,287 | $17,111+199.7% | $13,955+267.5% | $11,599+342.2% |