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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 | $16,625 | $39,132-57.5% | $57,196-70.9% | $62,881-73.6% |
| Participation rate | 91.9% | 70.5%+21.4pp | 75.3%+16.5pp | 69.3%+22.6pp |
| Annual return | 1.38% | 9.24%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,039 | $1,874-44.5% | $2,683-61.3% | $2,281-54.4% |
| Participant deferral / active EE | $1,081 | $2,374-54.5% | $3,096-65.1% | $3,203-66.2% |
| Admin fee / account holder | $1,281 | $2,594-50.6% | $3,141-59.2% | $4,296-70.2% |