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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 | $23,107 | $56,894-59.4% | $84,753-72.7% | $62,881-63.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 14.44% | 6.30%+8.1pp | 22.78%-8.3pp | 20.14%-5.7pp |
| Employer contribution / active EE | $11,600 | $2,400+383.4% | $3,574+224.5% | $2,281+408.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $877 | $3,581-75.5% | $5,333-83.5% | $4,296-79.6% |