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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 | $16,336 | $39,132-58.3% | $57,196-71.4% | $62,881-74.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.56% | 9.24%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $895 | $1,874-52.2% | $2,683-66.6% | $2,281-60.8% |
| Participant deferral / active EE | $918 | $2,374-61.3% | $3,096-70.3% | $3,203-71.3% |
| Admin fee / account holder | $1,555 | $2,594-40.1% | $3,141-50.5% | $4,296-63.8% |