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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 | $14,195 | $43,344-67.2% | $59,899-76.3% | $64,173-77.9% |
| Participation rate | 97.7% | 69.2%+28.6pp | 74.7%+23.0pp | 69.6%+28.2pp |
| Annual return | 9.44% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,180 | $2,030+7.4% | $2,723-19.9% | $2,381-8.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $570 | $3,008-81.0% | $3,592-84.1% | $4,887-88.3% |