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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 | $19,032 | $140,578-86.5% | $100,671-81.1% | $125,389-84.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.16% | 24.67%-22.5pp | 20.43%-18.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $439 | $5,965-92.6% | $4,012-89.0% | $4,866-91.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $872 | $6,716-87.0% | $4,850-82.0% | $9,541-90.9% |