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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 | $25,341 | $167,533-84.9% | $151,645-83.3% | $134,545-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.17% | 7.81%-9.0pp | 3.34%-4.5pp | 418.37%-419.5pp |
| Employer contribution / active EE | $1,617 | $6,828-76.3% | $6,165-73.8% | $4,742-65.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $992 | $13,781-92.8% | $11,614-91.5% | $11,431-91.3% |