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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 | $20,959 | $56,894-63.2% | $84,753-75.3% | $62,881-66.7% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 6.84% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,636 | $2,400+51.5% | $3,574+1.7% | $2,281+59.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $593 | $3,581-83.4% | $5,333-88.9% | $4,296-86.2% |