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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 | $41,413 | $39,132+5.8% | $57,196-27.6% | $62,881-34.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.22% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $418 | $1,874-77.7% | $2,683-84.4% | $2,281-81.7% |
| Participant deferral / active EE | $3,600 | $2,374+51.6% | $3,096+16.3% | $3,203+12.4% |
| Admin fee / account holder | $352 | $2,594-86.4% | $3,141-88.8% | $4,296-91.8% |