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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 | $38,582 | $90,617-57.4% | $79,476-51.5% | $135,382-71.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 5.58% | 977.57%-972.0pp | 718.21%-712.6pp | 519.77%-514.2pp |
| Employer contribution / active EE | $1,029 | $3,068-66.4% | $2,800-63.2% | $4,779-78.5% |
| Participant deferral / active EE | $5,518 | $4,050+36.2% | $3,704+49.0% | $5,609-1.6% |
| Admin fee / account holder | $71,985 | $5,907+1118.6% | $5,113+1307.8% | $10,829+564.8% |