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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 | $72,621 | $56,894+27.6% | $84,753-14.3% | $62,881+15.5% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 6.03% | 6.30%-0.3pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,515 | $2,400-36.9% | $3,574-57.6% | $2,281-33.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $596 | $3,581-83.3% | $5,333-88.8% | $4,296-86.1% |