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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 | $18,409 | $43,333-57.5% | $59,883-69.3% | $64,186-71.3% |
| Participation rate | 91.5% | 69.2%+22.4pp | 74.7%+16.8pp | 69.6%+22.0pp |
| Annual return | 7.52% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $711 | $2,029-64.9% | $2,722-73.9% | $2,381-70.1% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $847 | $3,006-71.8% | $3,591-76.4% | $4,888-82.7% |