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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 | $14,287 | $45,050-68.3% | $63,018-77.3% | $70,126-79.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.16% | 18.76%-1.6pp | 87.62%-70.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $645 | $2,052-68.6% | $2,761-76.7% | $2,343-72.5% |
| Participant deferral / active EE | $1,660 | $2,466-32.7% | $3,330-50.1% | $3,332-50.2% |
| Admin fee / account holder | $406 | $2,834-85.7% | $3,601-88.7% | $4,645-91.3% |