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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 | $233,411 | $180,749+29.1% | $160,784+45.2% | $137,256+70.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 12.81% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,912 | $4,155+18.2% | $3,733+31.6% | $4,156+18.2% |
| Participant deferral / active EE | $12,038 | $6,844+75.9% | $6,293+91.3% | $6,407+87.9% |
| Admin fee / account holder | $147,209 | $10,397+1315.9% | $9,717+1415.0% | $12,270+1099.7% |