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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 | $88,783 | $211,946-58.1% | $169,452-47.6% | $135,379-34.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $972 | $5,117-81.0% | $4,157-76.6% | $4,779-79.7% |
| Participant deferral / active EE | $9,946 | $6,075+63.7% | $5,277+88.5% | $5,609+77.3% |
| Admin fee / account holder | $486 | $11,472-95.8% | $9,110-94.7% | $10,828-95.5% |