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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 | $23,452 | $43,344-45.9% | $59,899-60.8% | $64,173-63.5% |
| Participation rate | 97.2% | 69.2%+28.0pp | 74.7%+22.5pp | 69.6%+27.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $921 | $2,030-54.6% | $2,723-66.2% | $2,381-61.3% |
| Participant deferral / active EE | $2,016 | $2,547-20.9% | $3,402-40.8% | $3,470-41.9% |
| Admin fee / account holder | $412 | $3,008-86.3% | $3,592-88.5% | $4,887-91.6% |