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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 | $19,661 | $43,344-54.6% | $59,899-67.2% | $64,173-69.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.43% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $3,693 | $2,030+82.0% | $2,723+35.6% | $2,381+55.1% |
| Participant deferral / active EE | $6,032 | $2,547+136.8% | $3,402+77.3% | $3,470+73.8% |
| Admin fee / account holder | $335 | $3,008-88.9% | $3,592-90.7% | $4,887-93.1% |