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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 | $26,978 | $43,344-37.8% | $59,899-55.0% | $64,173-58.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.87% | -1.55%+3.4pp | 3.46%-1.6pp | 7.63%-5.8pp |
| Employer contribution / active EE | $686 | $2,030-66.2% | $2,723-74.8% | $2,381-71.2% |
| Participant deferral / active EE | $1,320 | $2,547-48.2% | $3,402-61.2% | $3,470-62.0% |
| Admin fee / account holder | $953 | $3,008-68.3% | $3,592-73.5% | $4,887-80.5% |