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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 | $46,093 | $55,713-17.3% | $75,901-39.3% | $72,975-36.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.28% | 27.60%-6.3pp | 30.76%-9.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $659 | $1,687-61.0% | $2,501-73.7% | $2,440-73.0% |
| Participant deferral / active EE | $1,461 | $2,634-44.5% | $3,603-59.5% | $3,608-59.5% |
| Admin fee / account holder | $450 | $3,980-88.7% | $5,420-91.7% | $5,124-91.2% |