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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 | $47,168 | $140,578-66.4% | $100,671-53.1% | $125,389-62.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.24% | 24.67%-23.4pp | 20.43%-19.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,772 | $5,965-20.0% | $4,012+18.9% | $4,866-1.9% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $811 | $6,716-87.9% | $4,850-83.3% | $9,541-91.5% |