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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 | $202,374 | $202,3420% | $172,753+17.1% | $152,909+32.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.93% | 1029.88%-1011.9pp | 803.00%-785.1pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,064 | $5,857-47.7% | $5,144-40.4% | $4,764-35.7% |
| Participant deferral / active EE | $7,010 | $5,948+17.8% | $5,198+34.9% | $5,851+19.8% |
| Admin fee / account holder | $1,126 | $17,112-93.4% | $13,956-91.9% | $11,601-90.3% |