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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 | $14,978 | $49,177-69.5% | $79,466-81.2% | $64,173-76.7% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.0pp |
| Annual return | 7.00% | -1.16%+8.2pp | 718.28%-711.3pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,004 | $2,076-3.5% | $2,800-28.4% | $2,381-15.8% |
| Participant deferral / active EE | $2,657 | $2,821-5.8% | $3,704-28.3% | $3,470-23.4% |
| Admin fee / account holder | $2,197 | $3,839-42.8% | $5,104-57.0% | $4,887-55.1% |