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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 | $28,019 | $56,287-50.2% | $80,977-65.4% | $62,881-55.4% |
| Participation rate | 93.1% | 68.9%+24.2pp | 75.8%+17.3pp | 69.3%+23.8pp |
| Annual return | 6.47% | 22.13%-15.7pp | 17.11%-10.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,776 | $1,943-8.6% | $3,715-52.2% | $2,281-22.1% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $666 | $3,742-82.2% | $5,517-87.9% | $4,296-84.5% |