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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 | $81,664-8.1% | $70,476+6.5% | $158,966-52.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.45% | 208.59%-204.1pp | 109.12%-104.7pp | 302.95%-298.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,613 | $4,556+23.2% | $3,710+51.3% | $5,983-6.2% |
| Admin fee / account holder | $1,077 | $6,197-82.6% | $3,847-72.0% | $11,250-90.4% |