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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 | $116,712 | $167,415-30.3% | $140,514-16.9% | $198,609-41.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 4.22% | 13.85%-9.6pp | 14.36%-10.1pp | 202.70%-198.5pp |
| Employer contribution / active EE | $17,500 | $4,088+328.1% | $3,378+418.0% | $5,055+246.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,211 | $16,730-62.9% | $13,697-54.7% | $19,030-67.4% |