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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 | $14,755 | $39,132-62.3% | $57,196-74.2% | $62,881-76.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.14% | 9.24%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $984 | $1,874-47.5% | $2,683-63.3% | $2,281-56.8% |
| Participant deferral / active EE | $984 | $2,374-58.5% | $3,096-68.2% | $3,203-69.3% |
| Admin fee / account holder | $585 | $2,594-77.5% | $3,141-81.4% | $4,296-86.4% |