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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 | $200,404 | $202,342-1.0% | $172,752+16.0% | $152,897+31.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.66% | 1029.83%-1015.2pp | 802.97%-788.3pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,647 | $5,948+62.2% | $5,198+85.6% | $5,851+64.9% |
| Admin fee / account holder | $5,517 | $17,111-67.8% | $13,955-60.5% | $11,599-52.4% |