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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 | $136,307 | $88,815+53.5% | $81,882+66.5% | $145,897-6.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.26% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,556 | $3,086-49.6% | $2,916-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $1,556 | $4,647-66.5% | $4,323-64.0% | $6,689-76.7% |
| Admin fee / account holder | $1,046 | $8,434-87.6% | $7,360-85.8% | $13,390-92.2% |