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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 | $19,775 | $39,132-49.5% | $57,196-65.4% | $62,881-68.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.08% | 9.24%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $943 | $1,874-49.7% | $2,683-64.9% | $2,281-58.7% |
| Participant deferral / active EE | $1,551 | $2,374-34.7% | $3,096-49.9% | $3,203-51.6% |
| Admin fee / account holder | $557 | $2,594-78.5% | $3,141-82.3% | $4,296-87.0% |