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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 | $20,086 | $45,082-55.4% | $69,464-71.1% | $72,975-72.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.21% | 22.66%-2.5pp | 28.98%-8.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $932 | $2,055-54.6% | $2,779-66.4% | $2,440-61.8% |
| Participant deferral / active EE | $932 | $2,604-64.2% | $3,536-73.6% | $3,608-74.2% |
| Admin fee / account holder | $317 | $3,057-89.6% | $3,840-91.8% | $5,124-93.8% |