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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 | $15,824 | $39,132-59.6% | $57,196-72.3% | $62,881-74.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.67% | 9.24%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $608 | $1,874-67.5% | $2,683-77.3% | $2,281-73.3% |
| Participant deferral / active EE | $1,217 | $2,374-48.8% | $3,096-60.7% | $3,203-62.0% |
| Admin fee / account holder | $598 | $2,594-76.9% | $3,141-81.0% | $4,296-86.1% |