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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 | $19,793 | $39,132-49.4% | $57,196-65.4% | $62,881-68.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.60% | 9.24%-4.6pp | 14.59%-10.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,477 | $1,874-21.2% | $2,683-44.9% | $2,281-35.2% |
| Participant deferral / active EE | $1,255 | $2,374-47.1% | $3,096-59.5% | $3,203-60.8% |
| Admin fee / account holder | $5,087 | $2,594+96.1% | $3,141+62.0% | $4,296+18.4% |