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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 | $24,507 | $43,344-43.5% | $59,899-59.1% | $64,173-61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 6.54% | -1.55%+8.1pp | 3.46%+3.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $3,228 | $2,030+59.1% | $2,723+18.6% | $2,381+35.6% |
| Participant deferral / active EE | $2,658 | $2,547+4.4% | $3,402-21.9% | $3,470-23.4% |
| Admin fee / account holder | $1,356 | $3,008-54.9% | $3,592-62.2% | $4,887-72.2% |