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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 | $88,754+53.6% | $81,820+66.6% | $145,877-6.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.26% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,556 | $3,085-49.6% | $2,915-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $1,556 | $4,648-66.5% | $4,323-64.0% | $6,691-76.7% |
| Admin fee / account holder | $1,046 | $8,424-87.6% | $7,391-85.8% | $13,402-92.2% |