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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 | $38,206 | $95,188-59.9% | $76,518-50.1% | $135,380-71.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 8.48% | 4.85%+3.6pp | -0.27%+8.8pp | 519.81%-511.3pp |
| Employer contribution / active EE | $714 | $3,303-78.4% | $2,647-73.0% | $4,779-85.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $491 | $6,249-92.1% | $4,849-89.9% | $10,828-95.5% |