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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 | $34,221 | $110,083-68.9% | $151,645-77.4% | $68,490-50.0% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | 8.11% | -10.12%+18.2pp | 3.34%+4.8pp | -7.85%+16.0pp |
| Employer contribution / active EE | $2,228 | $4,470-50.2% | $6,165-63.9% | $2,597-14.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,371 | $7,718-82.2% | $11,614-88.2% | $5,403-74.6% |