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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 | $25,913 | $39,132-33.8% | $57,196-54.7% | $62,881-58.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.78% | 9.24%-4.5pp | 14.59%-9.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,028 | $2,374-14.6% | $3,096-34.5% | $3,203-36.7% |
| Admin fee / account holder | $960 | $2,594-63.0% | $3,141-69.4% | $4,296-77.6% |