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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 | $21,359 | $45,079-52.6% | $69,461-69.3% | $72,983-70.7% |
| Participation rate | 94.6% | 68.5%+26.1pp | 74.6%+20.0pp | 69.5%+25.1pp |
| Annual return | 5.83% | 22.65%-16.8pp | 28.97%-23.1pp | 81.01%-75.2pp |
| Employer contribution / active EE | $923 | $2,055-55.1% | $2,779-66.8% | $2,440-62.2% |
| Participant deferral / active EE | $944 | $2,603-63.7% | $3,536-73.3% | $3,608-73.8% |
| Admin fee / account holder | $864 | $3,056-71.7% | $3,840-77.5% | $5,124-83.1% |