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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 | $14,006 | $45,043-68.9% | $63,005-77.8% | $70,124-80.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.40% | 18.76%-4.4pp | 87.59%-73.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $975 | $2,052-52.5% | $2,760-64.7% | $2,342-58.4% |
| Participant deferral / active EE | $1,182 | $2,466-52.1% | $3,329-64.5% | $3,332-64.5% |
| Admin fee / account holder | $691 | $2,833-75.6% | $3,599-80.8% | $4,645-85.1% |