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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 | $19,775 | $45,082-56.1% | $69,464-71.5% | $72,975-72.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 7.24% | 22.66%-15.4pp | 28.98%-21.7pp | 81.01%-73.8pp |
| Employer contribution / active EE | $1,132 | $2,055-44.9% | $2,779-59.3% | $2,440-53.6% |
| Participant deferral / active EE | $1,258 | $2,604-51.7% | $3,536-64.4% | $3,608-65.1% |
| Admin fee / account holder | $2,940 | $3,057-3.8% | $3,840-23.4% | $5,124-42.6% |