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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 | $12,278 | $65,712-81.3% | $57,196-78.5% | $273,972-95.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.31% | 22.01%-19.7pp | 14.59%-12.3pp | 41.46%-39.1pp |
| Employer contribution / active EE | $2,264 | $3,280-31.0% | $2,683-15.6% | $4,869-53.5% |
| Participant deferral / active EE | $2,960 | $3,782-21.7% | $3,096-4.4% | $5,287-44.0% |
| Admin fee / account holder | $1,213 | $4,838-74.9% | $3,141-61.4% | $10,133-88.0% |