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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 | $11,168 | $39,132-71.5% | $57,196-80.5% | $62,881-82.2% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 5.02% | 9.24%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $899 | $1,874-52.0% | $2,683-66.5% | $2,281-60.6% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $565 | $2,594-78.2% | $3,141-82.0% | $4,296-86.8% |