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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 | $20,302 | $41,377-50.9% | $109,313-81.4% | $62,881-67.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.15% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $964 | $1,276-24.4% | $3,892-75.2% | $2,281-57.7% |
| Participant deferral / active EE | $988 | $2,045-51.7% | $3,166-68.8% | $3,203-69.2% |
| Admin fee / account holder | $662 | $2,884-77.1% | $5,666-88.3% | $4,296-84.6% |