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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 | $200,071 | $202,326-1.1% | $172,745+15.8% | $152,870+30.9% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 17.91% | 1029.72%-1011.8pp | 802.90%-785.0pp | 345.34%-327.4pp |
| Employer contribution / active EE | $2,143 | $5,858-63.4% | $5,144-58.3% | $4,763-55.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12,766 | $17,110-25.4% | $13,954-8.5% | $11,597+10.1% |