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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 | $199,626 | $202,345-1.3% | $172,755+15.6% | $152,885+30.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 16.07% | 1029.77%-1013.7pp | 802.94%-786.9pp | 345.39%-329.3pp |
| Employer contribution / active EE | $2,311 | $5,858-60.6% | $5,144-55.1% | $4,763-51.5% |
| Participant deferral / active EE | $10,188 | $5,948+71.3% | $5,198+96.0% | $5,851+74.1% |
| Admin fee / account holder | $17,750 | $17,111+3.7% | $13,955+27.2% | $11,598+53.0% |