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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 | $19,754 | $39,132-49.5% | $57,196-65.5% | $62,881-68.6% |
| Participation rate | 89.7% | 70.5%+19.3pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 5.42% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $457 | $1,874-75.6% | $2,683-83.0% | $2,281-80.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,292 | $2,594-50.2% | $3,141-58.9% | $4,296-69.9% |