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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 | $190,176 | $202,342-6.0% | $172,752+10.1% | $152,897+24.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.73% | 1029.83%-1017.1pp | 802.97%-790.2pp | 345.43%-332.7pp |
| Employer contribution / active EE | $3,840 | $5,858-34.4% | $5,144-25.4% | $4,764-19.4% |
| Participant deferral / active EE | $4,569 | $5,948-23.2% | $5,198-12.1% | $5,851-21.9% |
| Admin fee / account holder | $133,691 | $17,111+681.3% | $13,955+858.0% | $11,599+1052.6% |