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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 | $177,894 | $180,466-1.4% | $154,114+15.4% | $135,382+31.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 0.69% | 888.15%-887.5pp | 735.16%-734.5pp | 519.77%-519.1pp |
| Employer contribution / active EE | $2,140 | $6,035-64.5% | $5,298-59.6% | $4,779-55.2% |
| Participant deferral / active EE | $10,250 | $5,806+76.5% | $5,081+101.7% | $5,609+82.7% |
| Admin fee / account holder | $423 | $16,144-97.4% | $13,411-96.8% | $10,829-96.1% |