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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 | $21,329 | $88,707-76.0% | $74,184-71.2% | $273,972-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.83% | 11.94%-6.1pp | 17.74%-11.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,220 | $3,159-61.4% | $2,370-48.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,534 | $4,212-63.6% | $3,550-56.8% | $5,287-71.0% |
| Admin fee / account holder | $1,607 | $8,717-81.6% | $5,586-71.2% | $10,133-84.1% |