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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 | $45,257 | $114,237-60.4% | $119,258-62.1% | $167,536-73.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.03% | 29.87%-13.8pp | 30.69%-14.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $3,092 | $4,481-31.0% | $4,384-29.5% | $4,839-36.1% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,342-100.0% |
| Admin fee / account holder | $693 | $8,932-92.2% | $7,226-90.4% | $12,315-94.4% |