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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 | $38,979 | $62,881-38.0% | - | $62,881-38.0% |
| Participation rate | 100.0% | 69.3%+30.7pp | - | 69.3%+30.7pp |
| Annual return | 11.82% | 20.14%-8.3pp | - | 20.14%-8.3pp |
| Employer contribution / active EE | $7,908 | $2,281+246.7% | - | $2,281+246.7% |
| Participant deferral / active EE | $0 | $3,203-100.0% | - | $3,203-100.0% |
| Admin fee / account holder | $4,186 | $4,296-2.5% | - | $4,296-2.5% |