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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 | $36,608 | $153,311-76.1% | $109,313-66.5% | $273,972-86.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.68% | 29.86%-23.2pp | 22.07%-15.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,027 | $3,932-73.9% | $3,166-67.6% | $5,287-80.6% |
| Admin fee / account holder | $668 | $8,076-91.7% | $5,666-88.2% | $10,133-93.4% |