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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 | $20,792 | $39,132-46.9% | $57,196-63.6% | $62,881-66.9% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.2pp | 69.3%+28.3pp |
| Annual return | 6.15% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $794 | $1,874-57.6% | $2,683-70.4% | $2,281-65.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $686 | $2,594-73.6% | $3,141-78.2% | $4,296-84.0% |