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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 | $26,414 | $39,132-32.5% | $57,196-53.8% | $62,881-58.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.65% | 9.24%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $495 | $1,874-73.6% | $2,683-81.6% | $2,281-78.3% |
| Participant deferral / active EE | $2,188 | $2,374-7.8% | $3,096-29.3% | $3,203-31.7% |
| Admin fee / account holder | $1,020 | $2,594-60.7% | $3,141-67.5% | $4,296-76.2% |