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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 | $86,768 | $140,592-38.3% | $123,106-29.5% | $125,388-30.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.49% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $17,783 | $6,041+194.4% | $5,151+245.2% | $4,866+265.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $485 | $11,198-95.7% | $9,015-94.6% | $9,541-94.9% |