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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 | $35,132 | $167,533-79.0% | $151,645-76.8% | $134,545-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.97% | 7.81%-6.8pp | 3.34%-2.4pp | 418.37%-417.4pp |
| Employer contribution / active EE | $2,944 | $6,828-56.9% | $6,165-52.3% | $4,742-37.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,196 | $13,781-84.1% | $11,614-81.1% | $11,431-80.8% |