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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 | $30,150 | $39,132-23.0% | $57,196-47.3% | $62,881-52.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.86% | 9.24%-1.4pp | 14.59%-6.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,353 | $1,874-27.8% | $2,683-49.6% | $2,281-40.7% |
| Participant deferral / active EE | $1,822 | $2,374-23.3% | $3,096-41.2% | $3,203-43.1% |
| Admin fee / account holder | $345 | $2,594-86.7% | $3,141-89.0% | $4,296-92.0% |