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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 | $17,681 | $39,132-54.8% | $57,196-69.1% | $62,881-71.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.33% | 9.24%+2.1pp | 14.59%-3.3pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,549 | $1,874+36.0% | $2,683-5.0% | $2,281+11.8% |
| Participant deferral / active EE | $2,549 | $2,374+7.4% | $3,096-17.7% | $3,203-20.4% |
| Admin fee / account holder | $1,229 | $2,594-52.6% | $3,141-60.9% | $4,296-71.4% |