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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 | $19,261 | $56,894-66.1% | $84,753-77.3% | $62,881-69.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.43% | 6.30%+0.1pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,438 | $2,400-40.1% | $3,574-59.8% | $2,281-37.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $885 | $3,581-75.3% | $5,333-83.4% | $4,296-79.4% |