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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 | $23,434 | $43,333-45.9% | $59,883-60.9% | $64,181-63.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 3.73% | -1.55%+5.3pp | 3.46%+0.3pp | 7.63%-3.9pp |
| Employer contribution / active EE | $819 | $2,029-59.7% | $2,722-69.9% | $2,381-65.6% |
| Participant deferral / active EE | $819 | $2,547-67.8% | $3,402-75.9% | $3,470-76.4% |
| Admin fee / account holder | $543 | $3,006-81.9% | $3,591-84.9% | $4,887-88.9% |