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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 | $22,705 | $41,377-45.1% | $109,313-79.2% | $62,881-63.9% |
| Participation rate | 98.0% | 57.5%+40.5pp | 71.3%+26.7pp | 69.3%+28.7pp |
| Annual return | 10.89% | 11.05%-0.2pp | 22.07%-11.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,400 | $2,045+17.4% | $3,166-24.2% | $3,203-25.1% |
| Admin fee / account holder | $5,751 | $2,884+99.4% | $5,666+1.5% | $4,296+33.9% |