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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 | $35,211 | $41,377-14.9% | $109,313-67.8% | $62,881-44.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 8.29% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $496 | $1,276-61.1% | $3,892-87.2% | $2,281-78.2% |
| Participant deferral / active EE | $2,349 | $2,045+14.9% | $3,166-25.8% | $3,203-26.7% |
| Admin fee / account holder | $748 | $2,884-74.1% | $5,666-86.8% | $4,296-82.6% |