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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 | $54,168 | $90,607-40.2% | $79,467-31.8% | $135,380-60.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 5.78% | 977.74%-972.0pp | 718.30%-712.5pp | 519.81%-514.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,689 | $4,050+65.1% | $3,704+80.6% | $5,609+19.2% |
| Admin fee / account holder | $4,443 | $5,895-24.6% | $5,104-13.0% | $10,828-59.0% |