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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 | $20,459 | $43,344-52.8% | $59,899-65.8% | $64,173-68.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.08% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,306 | $2,030-35.6% | $2,723-52.0% | $2,381-45.1% |
| Participant deferral / active EE | $815 | $2,547-68.0% | $3,402-76.0% | $3,470-76.5% |
| Admin fee / account holder | $378 | $3,008-87.4% | $3,592-89.5% | $4,887-92.3% |