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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 | $14,053 | $45,050-68.8% | $63,018-77.7% | $70,126-80.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.27% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $589 | $2,052-71.3% | $2,761-78.7% | $2,343-74.9% |
| Participant deferral / active EE | $751 | $2,466-69.5% | $3,330-77.4% | $3,332-77.5% |
| Admin fee / account holder | $416 | $2,834-85.3% | $3,601-88.5% | $4,645-91.1% |