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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 | $17,961 | $56,894-68.4% | $84,753-78.8% | $62,881-71.4% |
| Participation rate | 98.1% | 68.5%+29.6pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 5.83% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $9,183 | $2,400+282.7% | $3,574+156.9% | $2,281+302.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,197 | $3,581-66.6% | $5,333-77.6% | $4,296-72.1% |