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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 | $18,949 | $39,132-51.6% | $57,196-66.9% | $62,881-69.9% |
| Participation rate | 97.4% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.1pp |
| Annual return | 5.56% | 9.24%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,509 | $1,874-19.5% | $2,683-43.8% | $2,281-33.8% |
| Participant deferral / active EE | $1,509 | $2,374-36.4% | $3,096-51.3% | $3,203-52.9% |
| Admin fee / account holder | $855 | $2,594-67.0% | $3,141-72.8% | $4,296-80.1% |