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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 | $34,000 | $97,881-65.3% | $80,004-57.5% | $125,389-72.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $294 | $3,128-90.6% | $2,473-88.1% | $4,866-94.0% |
| Participant deferral / active EE | $625 | $3,744-83.3% | $3,204-80.5% | $5,352-88.3% |
| Admin fee / account holder | $537 | $6,278-91.4% | $5,033-89.3% | $9,541-94.4% |