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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 | $26,923 | $140,578-80.8% | $100,671-73.3% | $125,389-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.63% | 24.67%-24.0pp | 20.43%-19.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,047 | $3,981-48.6% | $3,144-34.9% | $5,352-61.7% |
| Admin fee / account holder | $542 | $6,716-91.9% | $4,850-88.8% | $9,541-94.3% |