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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 | $24,859 | $62,583-60.3% | $76,767-67.6% | $64,173-61.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | 2.56% | -1.95%+4.5pp | 2.43%+0.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $947 | $1,832-48.3% | $2,485-61.9% | $2,381-60.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $750 | $4,667-83.9% | $6,675-88.8% | $4,887-84.7% |