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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 | $27,218 | $127,387-78.6% | $115,038-76.3% | $125,389-78.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.13% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $5,556 | $5,166+7.5% | $4,608+20.6% | $4,866+14.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,182 | $9,516-87.6% | $8,175-85.5% | $9,541-87.6% |