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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 | $23,958 | $69,518-65.5% | $59,887-60.0% | $135,379-82.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.77% | 7.95%-1.2pp | 3.46%+3.3pp | 519.79%-513.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,891 | $4,204+325.5% | $3,402+425.9% | $5,609+219.0% |
| Admin fee / account holder | $6,064 | $5,734+5.7% | $3,591+68.8% | $10,828-44.0% |