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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 | $27,306 | $56,894-52.0% | $84,753-67.8% | $62,881-56.6% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 6.33% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,143 | $2,400-10.7% | $3,574-40.1% | $2,281-6.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $451 | $3,581-87.4% | $5,333-91.5% | $4,296-89.5% |