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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 | $26,909 | $51,708-48.0% | $106,619-74.8% | $62,881-57.2% |
| Participation rate | 98.9% | 66.9%+32.0pp | 78.0%+20.9pp | 69.3%+29.6pp |
| Annual return | 15.40% | 4.69%+10.7pp | 9.42%+6.0pp | 20.14%-4.7pp |
| Employer contribution / active EE | $681 | $1,764-61.4% | $3,947-82.7% | $2,281-70.1% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $440 | $3,349-86.9% | $6,418-93.1% | $4,296-89.8% |