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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 | $75,046 | $81,643-8.1% | $70,462+6.5% | $158,950-52.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.45% | 208.51%-204.1pp | 109.08%-104.6pp | 302.91%-298.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,613 | $4,555+23.2% | $3,710+51.3% | $5,983-6.2% |
| Admin fee / account holder | $1,077 | $6,194-82.6% | $3,845-72.0% | $11,248-90.4% |