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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 | $31,600 | $61,660-48.8% | $80,022-60.5% | $64,173-50.8% |
| Participation rate | 98.5% | 71.7%+26.8pp | 75.8%+22.7pp | 69.6%+29.0pp |
| Annual return | 10.84% | -0.33%+11.2pp | 11.22%-0.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $5,143 | $1,810+184.1% | $2,468+108.4% | $2,381+116.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,326 | $5,417-57.1% | $6,521-64.3% | $4,887-52.4% |