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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 | $32,005 | $45,043-28.9% | $63,005-49.2% | $70,124-54.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.66% | 18.76%-4.1pp | 87.59%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,557 | $2,052-24.1% | $2,760-43.6% | $2,342-33.5% |
| Participant deferral / active EE | $2,648 | $2,466+7.4% | $3,329-20.5% | $3,332-20.5% |
| Admin fee / account holder | $1,092 | $2,833-61.5% | $3,599-69.7% | $4,645-76.5% |