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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 | $29,067 | $39,126-25.7% | $57,181-49.2% | $62,891-53.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.02% | 9.24%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,920 | $1,874+2.4% | $2,682-28.4% | $2,281-15.8% |
| Participant deferral / active EE | $2,722 | $2,374+14.6% | $3,096-12.1% | $3,203-15.0% |
| Admin fee / account holder | $2,177 | $2,593-16.0% | $3,139-30.6% | $4,296-49.3% |