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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 | $24,345 | $39,132-37.8% | $57,196-57.4% | $62,881-61.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.20% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,095 | $1,874-41.6% | $2,683-59.2% | $2,281-52.0% |
| Participant deferral / active EE | $1,093 | $2,374-54.0% | $3,096-64.7% | $3,203-65.9% |
| Admin fee / account holder | $3,893 | $2,594+50.1% | $3,141+24.0% | $4,296-9.4% |