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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 | $41,424 | $39,132+5.9% | $57,196-27.6% | $62,881-34.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.32% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $779 | $1,874-58.4% | $2,683-71.0% | $2,281-65.8% |
| Participant deferral / active EE | $1,026 | $2,374-56.8% | $3,096-66.9% | $3,203-68.0% |
| Admin fee / account holder | $437 | $2,594-83.2% | $3,141-86.1% | $4,296-89.8% |