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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 | $14,304 | $39,132-63.4% | $57,196-75.0% | $62,881-77.3% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.8pp | 69.3%+28.8pp |
| Annual return | 5.49% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,147 | $1,874+14.6% | $2,683-20.0% | $2,281-5.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $664 | $2,594-74.4% | $3,141-78.9% | $4,296-84.5% |