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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 | $103,559 | $136,307-24.0% | $106,619-2.9% | $273,972-62.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.75% | 11.05%-6.3pp | 9.42%-4.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $20,251 | $5,190+290.2% | $3,947+413.1% | $4,869+315.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,166 | $8,625-63.3% | $6,418-50.7% | $10,133-68.8% |