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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 | $25,353 | $39,132-35.2% | $57,196-55.7% | $62,881-59.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.65% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $939 | $1,874-49.9% | $2,683-65.0% | $2,281-58.8% |
| Participant deferral / active EE | $943 | $2,374-60.3% | $3,096-69.5% | $3,203-70.6% |
| Admin fee / account holder | $455 | $2,594-82.5% | $3,141-85.5% | $4,296-89.4% |