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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 | $55,782 | $97,881-43.0% | $80,004-30.3% | $125,389-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.31% | 9.36%-8.0pp | 7.63%-6.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $22,041 | $3,128+604.7% | $2,473+791.4% | $4,866+352.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $318 | $6,278-94.9% | $5,033-93.7% | $9,541-96.7% |