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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 | $59,834 | $140,592-57.4% | $123,105-51.4% | $125,389-52.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.13% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,948 | $6,041+31.6% | $5,151+54.3% | $4,866+63.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $395 | $11,198-96.5% | $9,014-95.6% | $9,541-95.9% |