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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 | $19,638 | $39,132-49.8% | $57,196-65.7% | $62,881-68.8% |
| Participation rate | 95.6% | 70.5%+25.1pp | 75.3%+20.2pp | 69.3%+26.3pp |
| Annual return | 5.77% | 9.24%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $515 | $1,874-72.5% | $2,683-80.8% | $2,281-77.4% |
| Participant deferral / active EE | $1,031 | $2,374-56.6% | $3,096-66.7% | $3,203-67.8% |
| Admin fee / account holder | $1,146 | $2,594-55.8% | $3,141-63.5% | $4,296-73.3% |