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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 | $27,206 | $77,816-65.0% | $123,552-78.0% | $64,173-57.6% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.8pp |
| Annual return | 1.38% | 12.49%-11.1pp | 119.20%-117.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $854 | $3,014-71.7% | $4,628-81.6% | $2,381-64.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,280 | $5,519-4.3% | $9,285-43.1% | $4,887+8.0% |