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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 | $14,441 | $39,132-63.1% | $57,196-74.8% | $62,881-77.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.08% | 9.24%-7.2pp | 14.59%-12.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,109 | $1,874-40.8% | $2,683-58.7% | $2,281-51.4% |
| Participant deferral / active EE | $1,489 | $2,374-37.3% | $3,096-51.9% | $3,203-53.5% |
| Admin fee / account holder | $1,269 | $2,594-51.1% | $3,141-59.6% | $4,296-70.4% |