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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 | $202,969 | $202,342+0.3% | $172,752+17.5% | $152,897+32.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.12% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $9,571 | $5,858+63.4% | $5,144+86.1% | $4,764+100.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,921 | $17,111-82.9% | $13,955-79.1% | $11,599-74.8% |