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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 | $19,416 | $140,578-86.2% | $100,671-80.7% | $125,389-84.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.05% | 24.67%-23.6pp | 20.43%-19.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,972 | $5,965-66.9% | $4,012-50.8% | $4,866-59.5% |
| Participant deferral / active EE | $3,612 | $3,981-9.3% | $3,144+14.9% | $5,352-32.5% |
| Admin fee / account holder | $415 | $6,716-93.8% | $4,850-91.4% | $9,541-95.7% |