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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 | $200,410 | $202,342-1.0% | $172,753+16.0% | $152,909+31.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.18% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $4,224 | $5,857-27.9% | $5,144-17.9% | $4,764-11.3% |
| Participant deferral / active EE | $5,323 | $5,948-10.5% | $5,198+2.4% | $5,851-9.0% |
| Admin fee / account holder | $92,026 | $17,112+437.8% | $13,956+559.4% | $11,601+693.3% |