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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 | $15,906 | $45,087-64.7% | $69,483-77.1% | $72,976-78.2% |
| Participation rate | 96.4% | 68.5%+28.0pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 5.97% | 22.67%-16.7pp | 28.99%-23.0pp | 81.02%-75.0pp |
| Employer contribution / active EE | $1,076 | $2,055-47.7% | $2,780-61.3% | $2,440-55.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $361 | $3,057-88.2% | $3,841-90.6% | $5,124-93.0% |