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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 | $15,065 | $87,546-82.8% | $75,784-80.1% | $125,389-88.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.15% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $776 | $3,930-80.3% | $3,323-76.7% | $4,866-84.1% |
| Participant deferral / active EE | $1,675 | $4,230-60.4% | $3,652-54.1% | $5,352-68.7% |
| Admin fee / account holder | $822 | $6,503-87.4% | $5,300-84.5% | $9,541-91.4% |