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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 | $189,184 | $202,342-6.5% | $172,753+9.5% | $152,909+23.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.10% | 1029.88%-1012.8pp | 803.00%-785.9pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,779 | $5,857-69.6% | $5,144-65.4% | $4,764-62.7% |
| Participant deferral / active EE | $7,828 | $5,948+31.6% | $5,198+50.6% | $5,851+33.8% |
| Admin fee / account holder | $4,044 | $17,112-76.4% | $13,956-71.0% | $11,601-65.1% |