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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 | $11,350 | $39,132-71.0% | $57,196-80.2% | $62,881-82.0% |
| Participation rate | 96.1% | 70.5%+25.6pp | 75.3%+20.7pp | 69.3%+26.8pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $6,860 | $1,874+266.1% | $2,683+155.7% | $2,281+200.7% |
| Participant deferral / active EE | $1,746 | $2,374-26.5% | $3,096-43.6% | $3,203-45.5% |
| Admin fee / account holder | $700 | $2,594-73.0% | $3,141-77.7% | $4,296-83.7% |