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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 | $31,288 | $58,577-46.6% | $83,323-62.4% | $64,181-51.3% |
| Participation rate | 96.7% | 72.0%+24.6pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -3.48% | 9.65%-13.1pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,924 | $2,098-8.3% | $3,379-43.0% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $806 | $9,275-91.3% | $7,539-89.3% | $4,887-83.5% |