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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 | $29,562 | $43,338-31.8% | $59,887-50.6% | $64,173-53.9% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | 10.76% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $948 | $2,030-53.3% | $2,722-65.2% | $2,381-60.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $345 | $3,007-88.5% | $3,591-90.4% | $4,887-92.9% |