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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 | $29,176 | $43,344-32.7% | $59,899-51.3% | $64,173-54.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.38% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,309 | $2,547+69.1% | $3,402+26.6% | $3,470+24.2% |
| Admin fee / account holder | $682 | $3,008-77.3% | $3,592-81.0% | $4,887-86.0% |