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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 | $29,990 | $106,115-71.7% | $85,969-65.1% | $125,389-76.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.98% | 13.93%-12.0pp | 9.32%-7.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,977 | $4,537-34.4% | $3,474-14.3% | $4,866-38.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,865 | $8,144+8.9% | $6,053+46.5% | $9,541-7.1% |