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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 | $21,782 | $64,311-66.1% | $57,356-62.0% | $125,389-82.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | 1.68% | 25.14%-23.5pp | 24.41%-22.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $787 | $3,846-79.5% | $3,162-75.1% | $5,352-85.3% |
| Admin fee / account holder | $1,120 | $5,243-78.6% | $3,357-66.6% | $9,541-88.3% |