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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 | $34,239 | $167,522-79.6% | $151,639-77.4% | $134,532-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.13% | 7.81%-6.7pp | 3.34%-2.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $2,552 | $6,828-62.6% | $6,165-58.6% | $4,741-46.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,988 | $13,780-71.1% | $11,613-65.7% | $11,429-65.1% |