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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 | $34,948 | $60,349-42.1% | $74,184-52.9% | $62,881-44.4% |
| Participation rate | 88.3% | 72.7%+15.6pp | 76.6%+11.7pp | 69.3%+19.0pp |
| Annual return | 6.34% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,958 | $1,680+254.6% | $2,370+151.4% | $2,281+161.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,923 | $4,261-31.4% | $5,586-47.7% | $4,296-32.0% |