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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 | $66,475 | $81,696-18.6% | $70,494-5.7% | $158,982-58.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.01% | 208.70%-202.7pp | 109.16%-103.1pp | 302.99%-297.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,371 | $4,558+17.8% | $3,711+44.8% | $5,983-10.2% |
| Admin fee / account holder | $9,275 | $6,200+49.6% | $3,848+141.0% | $11,252-17.6% |