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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 | $10,867 | $40,275-73.0% | $57,356-81.1% | $59,633-81.8% |
| Participation rate | 96.3% | 69.1%+27.2pp | 75.1%+21.2pp | 68.7%+27.6pp |
| Annual return | 2.27% | 27.52%-25.2pp | 24.41%-22.1pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $921 | $1,921-52.1% | $2,689-65.8% | $2,203-58.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $394 | $2,820-86.0% | $3,357-88.3% | $4,297-90.8% |