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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 | $28,505 | $48,267-40.9% | $68,794-58.6% | $68,495-58.4% |
| Participation rate | 98.2% | 60.7%+37.5pp | 69.0%+29.2pp | 67.9%+30.3pp |
| Annual return | 12.37% | -12.70%+25.1pp | -6.37%+18.7pp | -7.84%+20.2pp |
| Employer contribution / active EE | $3,843 | $1,829+110.1% | $2,656+44.7% | $2,596+48.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,028-100.0% |
| Admin fee / account holder | $502 | $4,362-88.5% | $4,934-89.8% | $5,403-90.7% |