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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 | $26,018 | $86,701-70.0% | $73,309-64.5% | $125,389-79.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.11% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,830 | $4,152-7.8% | $3,237+18.3% | $4,866-21.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $586 | $7,768-92.5% | $5,635-89.6% | $9,541-93.9% |