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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 | $188,684 | $202,342-6.8% | $172,753+9.2% | $152,909+23.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.24% | 1029.88%-1011.6pp | 803.00%-784.8pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,322 | $5,857-60.3% | $5,144-54.8% | $4,764-51.2% |
| Participant deferral / active EE | $7,881 | $5,948+32.5% | $5,198+51.6% | $5,851+34.7% |
| Admin fee / account holder | $4,151 | $17,112-75.7% | $13,956-70.3% | $11,601-64.2% |