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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 | $79,149 | $167,504-52.7% | $151,628-47.8% | $134,509-41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.70% | 7.81%-6.1pp | 3.34%-1.6pp | 418.13%-416.4pp |
| Employer contribution / active EE | $4,185 | $6,828-38.7% | $6,165-32.1% | $4,741-11.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,895 | $13,779-20.9% | $11,613-6.2% | $11,427-4.7% |