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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 | $19,150 | $52,306-63.4% | $69,779-72.6% | $62,881-69.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.81% | 13.35%-7.5pp | 12.99%-7.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,027 | $1,799+12.7% | $2,338-13.3% | $2,281-11.1% |
| Participant deferral / active EE | $1,791 | $2,395-25.2% | $2,931-38.9% | $3,203-44.1% |
| Admin fee / account holder | $508 | $3,691-86.2% | $4,381-88.4% | $4,296-88.2% |