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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 | $18,090 | $56,894-68.2% | $84,753-78.7% | $62,881-71.2% |
| Participation rate | 95.5% | 68.5%+26.9pp | 76.6%+18.9pp | 69.3%+26.1pp |
| Annual return | 8.78% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,136 | $2,400-52.6% | $3,574-68.2% | $2,281-50.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $335 | $3,581-90.6% | $5,333-93.7% | $4,296-92.2% |