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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 | $16,608 | $39,132-57.6% | $57,196-71.0% | $62,881-73.6% |
| Participation rate | 97.4% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.1pp |
| Annual return | 2.03% | 9.24%-7.2pp | 14.59%-12.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $667 | $1,874-64.4% | $2,683-75.1% | $2,281-70.8% |
| Participant deferral / active EE | $1,209 | $2,374-49.1% | $3,096-60.9% | $3,203-62.2% |
| Admin fee / account holder | $922 | $2,594-64.5% | $3,141-70.7% | $4,296-78.5% |