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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 | $102,613 | $140,592-27.0% | $123,106-16.6% | $125,393-18.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.63% | 16.80%-18.4pp | 13.22%-14.9pp | 282.23%-283.9pp |
| Employer contribution / active EE | $2,400 | $6,041-60.3% | $5,151-53.4% | $4,866-50.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $828 | $11,198-92.6% | $9,015-90.8% | $9,541-91.3% |