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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 | $23,781 | $60,349-60.6% | $74,184-67.9% | $62,881-62.2% |
| Participation rate | 98.7% | 72.7%+25.9pp | 76.6%+22.0pp | 69.3%+29.4pp |
| Annual return | 8.35% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $720 | $1,680-57.1% | $2,370-69.6% | $2,281-68.4% |
| Participant deferral / active EE | $1,356 | $2,856-52.5% | $3,550-61.8% | $3,203-57.7% |
| Admin fee / account holder | $2,001 | $4,261-53.0% | $5,586-64.2% | $4,296-53.4% |