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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 | $25,068 | $45,041-44.3% | $63,003-60.2% | $70,131-64.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.01% | 18.76%-6.7pp | 87.59%-75.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $468 | $2,052-77.2% | $2,760-83.0% | $2,342-80.0% |
| Participant deferral / active EE | $1,130 | $2,465-54.2% | $3,329-66.1% | $3,332-66.1% |
| Admin fee / account holder | $2,600 | $2,836-8.3% | $3,600-27.8% | $4,645-44.0% |