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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 | $24,273 | $39,132-38.0% | $57,196-57.6% | $62,881-61.4% |
| Participation rate | 75.3% | 70.5%+4.9pp | 75.3%0pp | 69.3%+6.0pp |
| Annual return | 6.61% | 9.24%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $960 | $1,874-48.8% | $2,683-64.2% | $2,281-57.9% |
| Participant deferral / active EE | $1,456 | $2,374-38.7% | $3,096-53.0% | $3,203-54.6% |
| Admin fee / account holder | $528 | $2,594-79.6% | $3,141-83.2% | $4,296-87.7% |