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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 | $12,745 | $126,113-89.9% | $116,096-89.0% | $155,188-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 7.68% | 391.72%-384.0pp | 326.25%-318.6pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,667 | $2,672-37.6% | $2,503-33.4% | $4,248-60.8% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $984 | $8,045-87.8% | $7,704-87.2% | $14,480-93.2% |