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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 | $17,957 | $63,845-71.9% | $81,370-77.9% | $80,959-77.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 25.10% | 16.37%+8.7pp | 24.85%+0.2pp | 35.67%-10.6pp |
| Employer contribution / active EE | $2,124 | $1,980+7.3% | $2,464-13.8% | $2,757-23.0% |
| Participant deferral / active EE | $1,086 | $3,093-64.9% | $3,885-72.1% | $4,300-74.8% |
| Admin fee / account holder | $1,011 | $5,688-82.2% | $5,749-82.4% | $6,925-85.4% |