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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 | $21,537 | $39,132-45.0% | $57,196-62.3% | $62,881-65.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.59% | 9.24%-5.6pp | 14.59%-11.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $979 | $1,874-47.8% | $2,683-63.5% | $2,281-57.1% |
| Participant deferral / active EE | $979 | $2,374-58.8% | $3,096-68.4% | $3,203-69.4% |
| Admin fee / account holder | $3,692 | $2,594+42.3% | $3,141+17.6% | $4,296-14.1% |