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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 | $23,887 | $39,132-39.0% | $57,196-58.2% | $62,881-62.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.31% | 9.24%-4.9pp | 14.59%-10.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,437 | $1,874+30.0% | $2,683-9.2% | $2,281+6.8% |
| Participant deferral / active EE | $4,812 | $2,374+102.7% | $3,096+55.4% | $3,203+50.2% |
| Admin fee / account holder | $9,455 | $2,594+264.5% | $3,141+201.1% | $4,296+120.1% |