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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 | $35,636 | $69,541-48.8% | $59,899-40.5% | $135,380-73.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.72% | 7.95%+2.8pp | 3.46%+7.3pp | 519.81%-509.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,678 | $4,206+58.8% | $3,402+96.3% | $5,609+19.1% |
| Admin fee / account holder | $504 | $5,737-91.2% | $3,592-86.0% | $10,828-95.3% |