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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 | $71,238 | $113,941-37.5% | $94,229-24.4% | $125,389-43.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.31% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $18,186 | $4,727+284.7% | $3,587+407.0% | $4,866+273.7% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $375 | $8,392-95.5% | $6,269-94.0% | $9,541-96.1% |