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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 | $19,292 | $41,377-53.4% | $109,313-82.4% | $62,881-69.3% |
| Participation rate | 96.7% | 57.5%+39.1pp | 71.3%+25.4pp | 69.3%+27.4pp |
| Annual return | 6.08% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,380 | $1,276+86.5% | $3,892-38.8% | $2,281+4.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,358 | $2,884-52.9% | $5,666-76.0% | $4,296-68.4% |