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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 | $55,659 | $56,894-2.2% | $84,753-34.3% | $62,881-11.5% |
| Participation rate | 98.1% | 68.5%+29.5pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 6.86% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $11,154 | $2,400+364.8% | $3,574+212.0% | $2,281+389.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,197 | $3,581-38.7% | $5,333-58.8% | $4,296-48.9% |