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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 | $22,089 | $43,344-49.0% | $59,899-63.1% | $64,173-65.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 14.85% | -1.55%+16.4pp | 3.46%+11.4pp | 7.63%+7.2pp |
| Employer contribution / active EE | $1,323 | $2,030-34.8% | $2,723-51.4% | $2,381-44.4% |
| Participant deferral / active EE | $1,358 | $2,547-46.7% | $3,402-60.1% | $3,470-60.9% |
| Admin fee / account holder | $334 | $3,008-88.9% | $3,592-90.7% | $4,887-93.2% |