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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 | $17,860 | $127,273-86.0% | $109,895-83.7% | $167,518-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.12% | 22.97%-13.9pp | 29.46%-20.3pp | 478.71%-469.6pp |
| Employer contribution / active EE | $545 | $3,324-83.6% | $2,843-80.8% | $4,838-88.7% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,843 | $7,117-74.1% | $6,067-69.6% | $12,312-85.0% |