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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 | $132,193 | $157,829-16.2% | $136,867-3.4% | $198,609-33.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 8.50% | 51.25%-42.7pp | 42.97%-34.5pp | 202.70%-194.2pp |
| Employer contribution / active EE | $12,028 | $3,923+206.6% | $3,547+239.1% | $5,055+137.9% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,664 | $11,107-85.0% | $10,340-83.9% | $19,030-91.3% |