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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 | $37,215 | $51,708-28.0% | $106,619-65.1% | $62,881-40.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.53% | 4.69%+2.8pp | 9.42%-1.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $806 | $1,764-54.3% | $3,947-79.6% | $2,281-64.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,542 | $3,349-54.0% | $6,418-76.0% | $4,296-64.1% |