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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 | $14,241 | $39,132-63.6% | $57,196-75.1% | $62,881-77.4% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 1.27% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $795 | $1,874-57.6% | $2,683-70.4% | $2,281-65.2% |
| Participant deferral / active EE | $1,253 | $2,374-47.2% | $3,096-59.5% | $3,203-60.9% |
| Admin fee / account holder | $350 | $2,594-86.5% | $3,141-88.8% | $4,296-91.8% |