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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 | $14,614 | $45,079-67.6% | $69,461-79.0% | $72,983-80.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 11.79% | 22.65%-10.9pp | 28.97%-17.2pp | 81.01%-69.2pp |
| Employer contribution / active EE | $2,256 | $2,055+9.8% | $2,779-18.8% | $2,440-7.5% |
| Participant deferral / active EE | $991 | $2,603-61.9% | $3,536-72.0% | $3,608-72.5% |
| Admin fee / account holder | $3,055 | $3,0560% | $3,840-20.4% | $5,124-40.4% |