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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 | $22,868 | $39,132-41.6% | $57,196-60.0% | $62,881-63.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.05% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $443 | $1,874-76.4% | $2,683-83.5% | $2,281-80.6% |
| Participant deferral / active EE | $1,078 | $2,374-54.6% | $3,096-65.2% | $3,203-66.3% |
| Admin fee / account holder | $484 | $2,594-81.3% | $3,141-84.6% | $4,296-88.7% |