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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 | $62,947 | $110,379-43.0% | $102,412-38.5% | $145,884-56.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,400 | $4,216-66.8% | $3,870-63.8% | $4,662-70.0% |
| Participant deferral / active EE | $10,182 | $5,622+81.1% | $5,060+101.2% | $6,690+52.2% |
| Admin fee / account holder | $439 | $9,745-95.5% | $8,388-94.8% | $13,392-96.7% |