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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 | $15,400 | $39,162-60.7% | $100,671-84.7% | $59,633-74.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.97% | 21.07%-19.1pp | 20.43%-18.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,323 | $1,151+15.0% | $4,012-67.0% | $2,203-39.9% |
| Participant deferral / active EE | $2,858 | $1,992+43.5% | $3,144-9.1% | $3,192-10.4% |
| Admin fee / account holder | $3,160 | $2,969+6.4% | $4,850-34.8% | $4,297-26.5% |