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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 | $94,850 | $97,020-2.2% | $83,327+13.8% | $135,380-29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.39% | 12.31%-10.9pp | 10.64%-9.3pp | 519.81%-518.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,093 | $5,964-14.6% | $5,565-8.5% | $5,609-9.2% |
| Admin fee / account holder | $396 | $8,426-95.3% | $7,540-94.7% | $10,828-96.3% |