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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 | $39,913 | $142,409-72.0% | $119,634-66.6% | $134,545-70.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.98% | -12.46%+16.4pp | -14.98%+19.0pp | 418.37%-414.4pp |
| Employer contribution / active EE | $3,684 | $5,224-29.5% | $4,232-13.0% | $4,742-22.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,648 | $13,594-73.2% | $10,329-64.7% | $11,431-68.1% |