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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 | $191,139 | $202,342-5.5% | $172,752+10.6% | $152,897+25.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 16.54% | 1029.83%-1013.3pp | 802.97%-786.4pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,517 | $5,858-57.0% | $5,144-51.1% | $4,764-47.2% |
| Participant deferral / active EE | $4,859 | $5,948-18.3% | $5,198-6.5% | $5,851-17.0% |
| Admin fee / account holder | $18,737 | $17,111+9.5% | $13,955+34.3% | $11,599+61.5% |