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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 | $22,005 | $63,845-65.5% | $81,370-73.0% | $80,959-72.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.14% | 16.37%-2.2pp | 24.85%-10.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,446 | $1,980-27.0% | $2,464-41.3% | $2,757-47.6% |
| Participant deferral / active EE | $2,841 | $3,093-8.1% | $3,885-26.9% | $4,300-33.9% |
| Admin fee / account holder | $873 | $5,688-84.7% | $5,749-84.8% | $6,925-87.4% |