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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 | $80,149 | $167,353-52.1% | $143,797-44.3% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.28% | 0.48%-1.8pp | -0.04%-1.2pp | 418.37%-419.6pp |
| Employer contribution / active EE | $5,769 | $5,620+2.7% | $4,952+16.5% | $4,742+21.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,189 | $18,096-93.4% | $14,679-91.9% | $11,431-89.6% |